Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EQCDX (Equalize Community Development Fund) | 0.27% | 2.65% | 4.43% | 2.67% | 3.04% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 09/12/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EQCDX (Equalize Community Development Fund) | 09/12/2014 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.11 | 2.65 | 4.43 | 2.67 | 3.04 | NA | NA | … | … | 0.27 | 5.18 | 3.95 | 6.74 | -3.70 | 1.20 | 6.46 | 5.09 | 3.13 | 3.85 | 1.27 | 3.71 | 0.85 |
| Sharpe Ratio | NA | 0.00 | 0.37 | 0.04 | 0.32 | NA | NA | … | … | -2.15 | 1.28 | 0.05 | 0.63 | -1.49 | 0.87 | 0.59 | 2.55 | 1.36 | 2.03 | 0.34 | 1.43 | 1.22 |
| Standard Deviation(%) | NA | 1.50 | 3.13 | 3.45 | 4.35 | NA | NA | … | … | 0.87 | 1.80 | 6.95 | 4.97 | 3.47 | 1.34 | 10.49 | 1.42 | 1.29 | 1.58 | 3.12 | 2.58 | 2.32 |
| Draw Down(%) | NA | 0.93 | 1.39 | 5.26 | 9.28 | NA | NA | … | … | 0.67 | 0.93 | 0.74 | 2.02 | 4.74 | 0.99 | 9.28 | 0.51 | 0.83 | 0.71 | 3.56 | 1.29 | 0.96 |
| Yield(%) | 0.00 | 2.73 | 3.78 | 3.40 | 3.41 | 2.65 | 1.99 | … | … | 0.69 | 2.88 | 2.58 | 7.10 | 2.96 | 2.46 | 3.44 | 3.59 | 3.79 | 3.90 | 3.13 | 3.09 | 0.95 |
Data as of 06/05/2026, Common starting date is 09/12/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EQCDX (Equalize Community Development Fund) |
0.48%
Feb 2020 – Feb 2023 |
2.31%
Nov 2017 – Nov 2022 |
3.10%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EQCDX (Equalize Community Development Fund) |
5.70%
Feb 2023 – Feb 2026 |
4.22%
Jul 2020 – Jul 2025 |
3.45%
Oct 2015 – Oct 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart