Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CUSD | 1.39% | 3.12% | 4.66% | NA | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 09/21/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CUSD | 09/21/2021 | 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 (%) | 0.00 | 3.12 | 4.66 | NA | NA | NA | NA | … | … | 1.39 | 5.02 | 4.57 | 6.05 | 0.88 | 2.40 |
| Sharpe Ratio | NA | 0.06 | 0.17 | NA | NA | NA | NA | … | … | 0.06 | 0.19 | 0.46 | 0.95 | -0.34 | 1.41 |
| Standard Deviation(%) | NA | 13.65 | 8.47 | NA | NA | NA | NA | … | … | 13.63 | 11.29 | 2.06 | 2.55 | 1.64 | 6.20 |
| Draw Down(%) | NA | 5.42 | 5.42 | NA | NA | NA | NA | … | … | 2.77 | 5.14 | 0.60 | 1.42 | 1.01 | 1.86 |
| Yield(%) | 0.00 | 12.51 | 7.67 | 4.90 | 2.45 | 1.63 | 1.22 | … | … | 0.00 | 12.93 | 6.92 | 3.70 | 0.00 | 0.00 |
Data as of 06/10/2026, Common starting date is 09/21/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CUSD (CUSD) |
3.66%
Nov 2021 – Nov 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 |
|---|---|---|---|---|
| CUSD (CUSD) |
5.62%
Mar 2023 – Mar 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart