Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CRDIY (Concordia Financial Group Ltd) | NA | 53.20% | 36.19% | 17.28% | NA | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 10/10/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CRDIY (Concordia Financial Group Ltd) | 10/10/2019 | 09/26/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 53.20 | 36.19 | 17.28 | NA | NA | NA | … | … | 50.40 | 5.06 | 37.95 | -3.47 | 12.88 | -8.46 | 11.63 |
| Sharpe Ratio | NA | 0.85 | 0.70 | 0.40 | NA | NA | NA | … | … | 1.03 | 0.04 | 0.96 | -0.17 | 1.96 | -1.02 | 2.24 |
| Standard Deviation(%) | NA | 59.20 | 47.07 | 38.48 | NA | NA | NA | … | … | 69.00 | 40.48 | 36.21 | 29.45 | 6.55 | 8.49 | 28.13 |
| Draw Down(%) | NA | 27.40 | 28.60 | 28.60 | NA | NA | NA | … | … | 27.40 | 28.60 | 22.82 | 26.78 | 0.00 | 8.46 | 2.04 |
| Yield(%) | 0.00 | 4.16 | 5.23 | 4.21 | 2.42 | 1.61 | 1.21 | … | … | 2.33 | 3.49 | 4.07 | 3.90 | 4.34 | 3.77 | 0.00 |
Data as of 09/26/2025, Common starting date is 10/10/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CRDIY (Concordia Financial Group Ltd) |
-0.77%
Nov 2019 – Nov 2022 |
7.20%
Nov 2019 – Nov 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CRDIY (Concordia Financial Group Ltd) |
40.42%
Jul 2022 – Jul 2025 |
17.75%
Aug 2020 – Aug 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart