Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CCUGX (GOVERNMENT & HIGH QUALITY BOND FUND F/K/A MORTGAGE SECURITIES FUND CLASS C) | NA | -11.01% | -2.37% | -1.06% | -0.18% | 1.49% | 1.66% | 1.73% |
Data as of 05/06/2022, AR inception is 03/15/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CCUGX (GOVERNMENT & HIGH QUALITY BOND FUND F/K/A MORTGAGE SECURITIES FUND CLASS C) | 03/15/2002 | 05/06/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.96 | -11.01 | -2.37 | -1.06 | -0.18 | 1.49 | 1.66 | 1.73 | -8.99 | -2.67 | 1.62 | 5.31 | -0.29 | 0.57 | 0.53 | -0.19 | 4.03 | -2.61 | 3.24 | 4.87 | 4.94 | 6.89 | 2.90 | 5.08 | 3.54 | 1.28 | 2.86 | -0.36 | 3.52 |
| Sharpe Ratio | NA | -3.03 | -1.02 | -0.68 | -0.23 | NA | NA | 0.31 | -4.31 | -1.56 | 0.65 | 1.82 | -0.62 | -0.02 | 0.15 | -0.09 | 1.82 | -0.94 | 2.02 | 1.80 | 1.54 | 2.15 | 0.32 | 0.62 | 0.09 | -0.38 | 0.60 | -0.33 | 1.21 |
| Standard Deviation(%) | NA | 3.66 | 2.69 | 2.60 | 2.49 | NA | NA | 2.98 | 5.61 | 1.73 | 2.14 | 2.15 | 2.61 | 2.36 | 2.20 | 2.54 | 2.20 | 2.82 | 1.59 | 2.69 | 3.15 | 3.16 | 6.11 | 3.33 | 2.89 | 2.37 | 3.18 | 3.15 | 2.76 |
| Draw Down(%) | NA | 11.05 | 11.94 | 11.94 | 11.94 | NA | NA | 11.94 | 8.99 | 3.20 | 2.71 | 0.85 | 2.95 | 1.77 | 3.61 | 1.68 | 0.91 | 4.38 | 0.71 | 1.45 | 3.11 | 1.40 | 3.25 | 2.35 | 2.04 | 2.02 | 3.15 | 3.10 | 1.25 |
| Yield(%) | 0.06 | 0.28 | 0.90 | 1.28 | 1.70 | 2.37 | 2.43 | 2.46 | 0.16 | 0.22 | 1.14 | 1.73 | 1.81 | 2.38 | 2.79 | 2.08 | 1.96 | 2.00 | 2.58 | 2.81 | 3.06 | 3.65 | 3.86 | 3.82 | 3.82 | 3.57 | 3.55 | 2.40 | 0.00 |
Data as of 05/06/2022, AR inception is 03/15/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CCUGX (GOVERNMENT & HIGH QUALITY BOND FUND F/K/A MORTGAGE SECURITIES FUND CLASS C) |
-2.03%
Apr 2019 - Apr 2022 |
-0.95%
Apr 2017 - Apr 2022 |
-0.07%
Apr 2012 - Apr 2022 |
1.56%
Apr 2007 - Apr 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CCUGX (GOVERNMENT & HIGH QUALITY BOND FUND F/K/A MORTGAGE SECURITIES FUND CLASS C) |
6.39%
Jul 2007 - Jul 2010 |
5.28%
May 2006 - May 2011 |
3.62%
May 2004 - May 2014 |
2.76%
Feb 2005 - Feb 2020 |
Annualized Rolling Returns Comparison Chart