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
DURCF 104.60% 107.65% NA NA NA NA NA
Data as of 06/05/2026, Common starting date is 06/12/2024
More Performance Analytics Comparison
Name Start Date End Date
DURCF 06/12/2024 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 (%) 0.00 107.65 NA NA NA NA NA 104.60 -15.67 55.36
Sharpe Ratio NA 1.66 NA NA NA NA NA 7.11 -0.31 2.98
Standard Deviation(%) NA 63.12 NA NA NA NA NA 60.36 60.62 39.91
Draw Down(%) NA 36.42 NA NA NA NA NA 0.30 36.42 1.30
Yield(%) 0.00 4.91 4.58 2.75 1.37 0.92 0.69 1.29 4.99 4.53
Data as of 06/05/2026, Common starting date is 06/12/2024
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
DURCF (DURCF) 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
DURCF (DURCF) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return