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
CRDEX 1.09% 6.86% NA NA NA NA NA
Data as of 06/09/2026, Common starting date is 12/23/2024
More Performance Analytics Comparison
Name Start Date End Date
CRDEX 12/23/2024 06/09/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024
Annualized Return (%) 0.20 6.86 NA NA NA NA NA 1.09 9.58 0.18
Sharpe Ratio NA 1.58 NA NA NA NA NA -0.04 7.90 NA
Standard Deviation(%) NA 2.68 NA NA NA NA NA 3.97 0.85 NA
Draw Down(%) NA 2.44 NA NA NA NA NA 2.44 0.10 NA
Yield(%) 0.00 7.00 3.67 2.20 1.10 0.73 0.55 0.00 9.14 2.03
Data as of 06/09/2026, Common starting date is 12/23/2024
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CRDEX (CRDEX) 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
CRDEX (CRDEX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return