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
CREHX 14.53% 15.45% NA NA NA NA NA
Data as of 06/05/2026, Common starting date is 12/11/2024
More Performance Analytics Comparison
Name Start Date End Date
CREHX 12/11/2024 06/05/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024
Annualized Return (%) 0.66 15.45 NA NA NA NA NA 14.53 0.09 -4.06
Sharpe Ratio NA 0.93 NA NA NA NA NA 2.44 -0.16 -2.62
Standard Deviation(%) NA 13.80 NA NA NA NA NA 14.22 17.71 22.27
Draw Down(%) NA 7.94 NA NA NA NA NA 7.94 16.10 6.29
Yield(%) 0.00 5.94 4.05 2.43 1.21 0.81 0.61 0.00 5.96 6.88
Data as of 06/05/2026, Common starting date is 12/11/2024
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CREHX (CREHX) 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
CREHX (CREHX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return