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
CFIJX 13.36% 25.36% NA NA NA NA NA
Data as of 06/11/2026, Common starting date is 12/04/2024
More Performance Analytics Comparison
Name Start Date End Date
CFIJX 12/04/2024 06/11/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024
Annualized Return (%) -1.78 25.36 NA NA NA NA NA 13.36 34.00 -2.97
Sharpe Ratio NA 1.35 NA NA NA NA NA 1.37 2.02 -3.18
Standard Deviation(%) NA 15.54 NA NA NA NA NA 19.69 15.50 11.83
Draw Down(%) NA 11.07 NA NA NA NA NA 11.07 15.63 4.46
Yield(%) 0.00 0.66 1.00 0.60 0.30 0.20 0.15 0.00 0.79 2.24
Data as of 06/11/2026, Common starting date is 12/04/2024
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CFIJX (CFIJX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CFIJX (CFIJX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return