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
CDFFX (CHADWICK & D’AMATO FUND CHADWICK & D’AMATO FUND) NA 1.37% 0.56% -1.10% NA NA NA
Data as of 10/29/2019, Common starting date is 06/29/2010
More Performance Analytics Comparison
Name Start Date End Date
CDFFX (CHADWICK & D’AMATO FUND CHADWICK & D’AMATO FUND) 06/29/2010 10/29/2019
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010
Annualized Return (%) 0.00 1.37 0.56 -1.10 NA NA NA 9.90 -19.21 12.99 1.19 -8.09 3.15 12.19 8.86 -9.22 17.40
Sharpe Ratio NA -0.01 -0.05 -0.17 NA NA NA 1.21 -1.57 1.87 0.10 -0.70 0.43 1.67 0.92 -0.52 2.22
Standard Deviation(%) NA 10.92 9.80 10.25 NA NA NA 8.73 13.12 6.62 9.89 11.59 7.21 7.27 9.65 17.80 16.51
Draw Down(%) NA 13.92 26.87 26.87 NA NA NA 5.52 26.87 3.54 9.17 12.96 4.80 5.64 6.77 18.25 7.82
Yield(%) 0.00 27.05 10.15 5.77 4.69 3.13 2.34 24.31 5.43 4.28 0.00 0.00 0.74 6.04 0.00 5.19 0.00
Data as of 10/29/2019, Common starting date is 06/29/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CDFFX (CHADWICK & D'AMATO FUND CHADWICK & D'AMATO FUND) -2.61%
Dec 2015 – Dec 2018
-2.62%
Dec 2013 – Dec 2018
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CDFFX (CHADWICK & D'AMATO FUND CHADWICK & D'AMATO FUND) 8.00%
Dec 2011 – Dec 2014
4.61%
Aug 2010 – Aug 2015
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return