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
CUCASX NA 22.24% NA NA NA NA NA
Data as of 11/15/2021, Common starting date is 11/15/2019
More Performance Analytics Comparison
Name Start Date End Date
CUCASX 11/15/2019 11/15/2021
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2021 2020 2019
Annualized Return (%) 0.09 22.24 NA NA NA NA NA 19.95 12.52 4.22
Sharpe Ratio NA 2.09 NA NA NA NA NA 1.98 0.34 5.47
Standard Deviation(%) NA 11.42 NA NA NA NA NA 11.71 36.27 7.41
Draw Down(%) NA 5.99 NA NA NA NA NA 5.99 33.84 2.07
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 11/15/2021, Common starting date is 11/15/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CUCASX (CUCASX) 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
CUCASX (CUCASX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return