Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CBOF (CBOA Financial Inc) | NA | -9.20% | -4.67% | -4.11% | -7.59% | -13.05% | NA | … | … |
Data as of 04/02/2024, Common starting date is 02/12/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CBOF (CBOA Financial Inc) | 02/12/2007 | 04/02/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -9.20 | -4.67 | -4.11 | -7.59 | -13.05 | NA | … | … | -9.20 | -15.54 | -1.33 | 20.48 | -7.09 | -7.59 | 9.43 | 55.88 | -15.00 | -50.00 | -33.33 | -13.67 | -33.81 | -46.15 | 11.43 | -30.00 | -28.06 | 13.93 |
| Sharpe Ratio | NA | -0.31 | -0.24 | -0.18 | -0.26 | NA | NA | … | … | -1.43 | -0.47 | -0.26 | 1.02 | -0.15 | -0.46 | 0.32 | 0.95 | -0.51 | -2.47 | -2.12 | -0.63 | -0.93 | -0.57 | 0.40 | -1.15 | -0.56 | 1.48 |
| Standard Deviation(%) | NA | 42.25 | 28.56 | 32.03 | 32.67 | NA | NA | … | … | 24.94 | 42.52 | 10.50 | 20.08 | 48.47 | 19.40 | 25.47 | 58.44 | 29.96 | 20.25 | 15.72 | 21.80 | 36.53 | 80.92 | 28.39 | 26.25 | 51.79 | 8.75 |
| Draw Down(%) | NA | 26.79 | 38.62 | 43.10 | 71.15 | NA | NA | … | … | 16.00 | 33.87 | 10.94 | 10.18 | 40.00 | 19.40 | 11.33 | 29.33 | 25.00 | 50.62 | 34.43 | 14.29 | 47.88 | 48.21 | 11.43 | 30.00 | 36.69 | 4.79 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 04/02/2024, Common starting date is 02/12/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CBOF (CBOA Financial Inc) |
-42.42%
Aug 2012 – Aug 2015 |
-38.37%
Apr 2011 – Apr 2016 |
-24.38%
Jul 2007 – Jul 2017 |
-16.14%
Jun 2008 – Jun 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CBOF (CBOA Financial Inc) |
21.08%
Feb 2016 – Feb 2019 |
15.63%
Oct 2016 – Oct 2021 |
-7.59%
Mar 2014 – Mar 2024 |
-12.89%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart