Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CFIGF (Challenger Limited) | NA | 49.42% | 16.51% | 19.51% | NA | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 04/29/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CFIGF (Challenger Limited) | 04/29/2020 | 09/26/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.94 | 49.42 | 16.51 | 19.51 | NA | NA | NA | … | … | 49.42 | 15.36 | -8.25 | -9.67 | 14.29 | 60.11 |
| Sharpe Ratio | NA | 0.82 | 0.34 | 0.48 | NA | NA | NA | … | … | 1.06 | 1.13 | -0.37 | -0.82 | 0.78 | 2.03 |
| Standard Deviation(%) | NA | 56.72 | 38.00 | 35.99 | NA | NA | NA | … | … | 66.14 | 10.36 | 32.10 | 13.64 | 18.29 | 49.18 |
| Draw Down(%) | NA | 28.07 | 32.07 | 32.07 | NA | NA | NA | … | … | 28.07 | 0.00 | 25.05 | 12.55 | 9.00 | 0.00 |
| Yield(%) | 0.00 | 9.20 | 5.68 | 6.80 | 3.64 | 2.43 | 1.82 | … | … | 9.20 | 4.71 | 3.82 | 3.00 | 2.89 | 0.00 |
Data as of 09/26/2025, Common starting date is 04/29/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CFIGF (Challenger Limited) |
-6.75%
Mar 2022 – Mar 2025 |
12.78%
Jul 2020 – Jul 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CFIGF (Challenger Limited) |
21.84%
Aug 2020 – Aug 2023 |
13.79%
Aug 2020 – Aug 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart