Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CFIGY (Challenger Ltd ADR) | NA | 2.28% | 1.62% | -5.68% | -1.80% | NA | NA | … | … |
Data as of 09/16/2025, Common starting date is 06/19/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CFIGY (Challenger Ltd ADR) | 06/19/2012 | 09/16/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 2.28 | 1.62 | -5.68 | -1.80 | NA | NA | … | … | 19.13 | -4.29 | -14.92 | 12.07 | -31.32 | 25.06 | -10.00 | -31.54 | 26.94 | 36.54 | -16.37 | 111.86 | 0.00 | -11.26 |
| Sharpe Ratio | NA | -0.02 | -0.03 | -0.17 | -0.09 | NA | NA | … | … | 0.69 | -0.33 | -0.26 | 0.21 | -0.81 | 1.07 | -0.38 | -1.14 | 1.14 | 1.21 | -0.92 | 1.54 | 0.00 | -1.10 |
| Standard Deviation(%) | NA | 36.83 | 58.50 | 47.32 | 38.45 | NA | NA | … | … | 33.41 | 24.73 | 74.40 | 50.33 | 38.48 | 23.04 | 29.97 | 28.88 | 23.24 | 30.14 | 17.87 | 72.77 | NA | 18.54 |
| Draw Down(%) | NA | 22.35 | 29.20 | 42.20 | 60.13 | NA | NA | … | … | 8.58 | 16.71 | 28.60 | 21.32 | 32.07 | 2.11 | 30.14 | 39.38 | 10.14 | 9.44 | 16.37 | 0.00 | 0.00 | 15.19 |
| Yield(%) | 0.00 | 2.23 | 3.13 | 1.97 | 2.51 | 3.38 | 2.53 | … | … | 2.54 | 3.98 | 3.18 | 3.49 | 1.08 | 1.88 | 3.85 | 2.76 | 3.41 | 4.12 | 0.00 | 3.19 | 0.00 | 2.73 |
Data as of 09/16/2025, Common starting date is 06/19/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CFIGY (Challenger Ltd ADR) |
-14.73%
Dec 2021 – Dec 2024 |
-13.51%
Oct 2017 – Oct 2022 |
-4.05%
Feb 2015 – Feb 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CFIGY (Challenger Ltd ADR) |
48.00%
Jun 2014 – Jun 2017 |
28.24%
Jan 2013 – Jan 2018 |
6.35%
Feb 2013 – Feb 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart