Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CVTACX | NA | 26,104.13% | 459.74% | NA | NA | NA | NA | … | … |
Data as of 08/05/2024, Common starting date is 06/09/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CVTACX | 06/09/2020 | 08/05/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 23,159.86 | 26,104.13 | 459.74 | NA | NA | NA | NA | … | … | 25,483.80 | 12.75 | -39.45 | 19.67 | 20.45 |
| Sharpe Ratio | NA | 47.75 | 1.39 | NA | NA | NA | NA | … | … | 1,654.91 | 0.74 | -1.28 | 1.18 | 1.51 |
| Standard Deviation(%) | NA | 550.90 | 328.33 | NA | NA | NA | NA | … | … | 714.03 | 11.62 | 32.11 | 16.56 | 25.88 |
| Draw Down(%) | NA | 10.49 | 44.34 | NA | NA | NA | NA | … | … | 5.09 | 11.59 | 43.86 | 8.58 | 12.89 |
| Yield(%) | 0.00 | 6.29 | 2.86 | 2.46 | 1.23 | 0.82 | 0.62 | … | … | 109.39 | 8.42 | 1.27 | 0.00 | 0.00 |
Data as of 08/05/2024, Common starting date is 06/09/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CVTACX (CVTACX) |
-8.45%
Sep 2020 – Sep 2023 |
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 |
|---|---|---|---|---|
| CVTACX (CVTACX) |
-3.79%
Nov 2020 – Nov 2023 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart