Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CFCX (Centric Financial Corporation) | NA | 67.89% | 18.44% | 12.71% | NA | NA | NA | … | … |
Data as of 01/31/2023, Common starting date is 12/29/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CFCX (Centric Financial Corporation) | 12/29/2015 | 01/31/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.66 | 67.89 | 18.44 | 12.71 | NA | NA | NA | … | … | 5.98 | 55.15 | 9.09 | -12.00 | 0.10 | 13.26 | 10.97 | 10.71 | 0.00 |
| Sharpe Ratio | NA | 1.68 | 0.49 | 0.37 | NA | NA | NA | … | … | 1.92 | 1.48 | 0.56 | -0.26 | -0.10 | 0.42 | 0.44 | 0.07 | 0.00 |
| Standard Deviation(%) | NA | 39.36 | 36.70 | 31.68 | NA | NA | NA | … | … | 54.46 | 36.51 | 20.53 | 46.07 | 13.29 | 28.26 | 23.85 | 141.38 | NA |
| Draw Down(%) | NA | 11.24 | 40.93 | 54.40 | NA | NA | NA | … | … | 10.96 | 10.25 | 7.11 | 41.81 | 11.33 | 24.80 | 16.67 | 57.29 | 0.00 |
| 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 |
Data as of 01/31/2023, Common starting date is 12/29/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CFCX (Centric Financial Corporation) |
-8.74%
Sep 2018 – Sep 2021 |
-5.13%
Jan 2016 – Jan 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CFCX (Centric Financial Corporation) |
27.81%
Mar 2016 – Mar 2019 |
13.27%
Oct 2017 – Oct 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart