Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
CRADX 6.60% 16.51% NA NA NA NA NA
Data as of 06/10/2026, Common starting date is 12/13/2024
More Performance Analytics Comparison
Name Start Date End Date
CRADX 12/13/2024 06/10/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024
Annualized Return (%) -2.33 16.51 NA NA NA NA NA 6.60 14.45 -2.51
Sharpe Ratio NA 1.97 NA NA NA NA NA 1.59 1.27 -3.58
Standard Deviation(%) NA 7.94 NA NA NA NA NA 9.44 9.13 13.23
Draw Down(%) NA 5.08 NA NA NA NA NA 5.08 8.72 3.23
Yield(%) 0.00 3.05 1.80 1.08 0.54 0.36 0.27 0.00 3.19 2.38
Data as of 06/10/2026, Common starting date is 12/13/2024
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CRADX (CRADX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CRADX (CRADX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return