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
CDIX (Cardiff Lexington Corp) NA -100.00% -100.00% -100.00% -100.00% -100.00% NA
Data as of 09/02/2021, Common starting date is 01/06/2006
More Performance Analytics Comparison
Name Start Date End Date
CDIX (Cardiff Lexington Corp) 01/06/2006 09/02/2021
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006
Annualized Return (%) -100.00 -100.00 -100.00 -100.00 -100.00 -100.00 NA -100.00 47,122.22 -99.92 -98.49 -73.56 200.00 -96.59 -90.21 -90.00 -77.53 -60.00 150.00 100.00 -84.62 -62.86 -81.28
Sharpe Ratio NA -0.15 -0.11 -0.14 -0.19 NA NA -0.15 197,816.60 -0.19 -0.40 -0.36 0.52 -0.49 -0.31 -0.40 -0.34 -0.24 0.46 0.15 -0.13 -0.20 -0.25
Standard Deviation(%) NA 637.16 820.66 610.86 458.96 NA NA 637.16 1,525.46 543.87 247.46 205.38 379.31 196.66 293.40 226.40 230.74 250.17 327.81 662.92 668.12 324.90 341.21
Draw Down(%) NA 100.00 100.00 100.00 100.00 NA NA 100.00 92.50 99.96 98.66 93.75 93.33 98.79 97.87 94.71 84.87 70.00 57.14 85.00 98.80 89.29 83.33
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
Data as of 09/02/2021, Common starting date is 01/06/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CDIX (Cardiff Lexington Corp) -99.10%
Feb 2017 – Feb 2020
-96.49%
Jun 2014 – Jun 2019
-89.71%
Mar 2010 – Mar 2020
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CDIX (Cardiff Lexington Corp) 100.00%
Apr 2009 – Apr 2012
-20.40%
Feb 2009 – Feb 2014
-65.21%
Apr 2007 – Apr 2017
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return