Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CCGDX | 8.20% | 20.62% | NA | NA | NA | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 12/23/2024
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CCGDX | 12/23/2024 | 06/11/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.77 | 20.62 | NA | NA | NA | NA | NA | … | … | 8.20 | 19.49 | -1.08 |
| Sharpe Ratio | NA | 1.44 | NA | NA | NA | NA | NA | … | … | 0.94 | 1.08 | NA |
| Standard Deviation(%) | NA | 12.48 | NA | NA | NA | NA | NA | … | … | 15.15 | 15.43 | NA |
| Draw Down(%) | NA | 9.90 | NA | NA | NA | NA | NA | … | … | 9.90 | 15.67 | NA |
| Yield(%) | 0.00 | 1.43 | 0.67 | 0.40 | 0.20 | 0.13 | 0.10 | … | … | 0.00 | 1.54 | 0.49 |
Data as of 06/11/2026, Common starting date is 12/23/2024
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CCGDX (CCGDX) |
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 |
|---|---|---|---|---|
| CCGDX (CCGDX) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart