Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CFNDX (Cargile Fund) | 8.94% | 18.76% | 8.46% | 2.33% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/05/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CFNDX (Cargile Fund) | 02/05/2019 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.28 | 18.76 | 8.46 | 2.33 | NA | NA | NA | … | … | 8.94 | 11.71 | -0.91 | 6.05 | -14.71 | 6.60 | -4.36 | 9.00 |
| Sharpe Ratio | NA | 1.91 | 0.51 | -0.02 | NA | NA | NA | … | … | 1.86 | 0.92 | -0.37 | 0.50 | -1.60 | 0.68 | -0.33 | 1.78 |
| Standard Deviation(%) | NA | 8.70 | 10.20 | 9.73 | NA | NA | NA | … | … | 11.21 | 9.61 | 12.14 | 4.84 | 10.13 | 9.67 | 13.73 | 4.80 |
| Draw Down(%) | NA | 7.72 | 15.41 | 17.74 | NA | NA | NA | … | … | 7.72 | 9.75 | 13.16 | 3.92 | 16.46 | 5.95 | 12.05 | 2.69 |
| Yield(%) | 0.00 | 1.13 | 1.76 | 0.93 | 0.74 | 0.49 | 0.37 | … | … | 0.00 | 1.16 | 1.42 | 2.64 | 0.00 | 0.00 | 1.09 | 1.33 |
Data as of 06/04/2026, Common starting date is 02/05/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CFNDX (Cargile Fund) |
-6.25%
Apr 2020 – Apr 2023 |
-3.21%
Apr 2020 – Apr 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CFNDX (Cargile Fund) |
8.46%
May 2023 – May 2026 |
2.29%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart