Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CRDMX | -2.03% | 6.42% | 9.43% | NA | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 11/05/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CRDMX | 11/05/2021 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.09 | 6.42 | 9.43 | NA | NA | NA | NA | … | … | -2.03 | 11.03 | 11.14 | 13.91 | -8.72 | 0.60 |
| Sharpe Ratio | NA | 0.87 | 1.45 | NA | NA | NA | NA | … | … | -4.15 | 1.78 | 1.73 | 1.98 | -1.61 | 1.31 |
| Standard Deviation(%) | NA | 4.21 | 4.41 | NA | NA | NA | NA | … | … | 1.73 | 4.59 | 4.34 | 5.23 | 6.33 | 3.07 |
| Draw Down(%) | NA | 2.63 | 2.63 | NA | NA | NA | NA | … | … | 2.63 | 1.28 | 0.87 | 2.69 | 13.11 | 1.10 |
| Yield(%) | 0.00 | 6.49 | 8.00 | 5.96 | 2.98 | 1.99 | 1.49 | … | … | 0.00 | 8.45 | 8.50 | 8.85 | 6.21 | 1.00 |
Data as of 06/10/2026, Common starting date is 11/05/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CRDMX (CRDMX) |
4.94%
Dec 2021 – Dec 2024 |
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 |
|---|---|---|---|---|
| CRDMX (CRDMX) |
12.24%
Sep 2022 – Sep 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart