Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CGHIX (CROW POINT DEFINED RISK GLOBAL EQUITY INCOME FUND CROW POINT DEFINED RISK GLOBAL EQUITY INCOME FUND ) | 6.92% | 18.83% | 12.52% | 1.97% | 4.41% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/11/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CGHIX (CROW POINT DEFINED RISK GLOBAL EQUITY INCOME FUND CROW POINT DEFINED RISK GLOBAL EQUITY INCOME FUND ) | 04/11/2013 | 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 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.26 | 18.83 | 12.52 | 1.97 | 4.41 | NA | NA | … | … | 6.92 | 11.96 | 9.12 | 9.87 | -23.04 | 5.03 | 7.61 | 16.49 | -6.76 | 11.39 | 2.45 | -4.73 | 0.06 | 1.98 |
| Sharpe Ratio | NA | 1.29 | 0.68 | -0.02 | 0.21 | NA | NA | … | … | 1.04 | 0.53 | 0.43 | 0.53 | -1.55 | 0.55 | 0.34 | 1.44 | -0.72 | 2.24 | 0.30 | -0.69 | 0.01 | 0.51 |
| Standard Deviation(%) | NA | 13.28 | 14.45 | 14.07 | 13.40 | NA | NA | … | … | 15.95 | 17.14 | 12.69 | 11.84 | 15.89 | 9.09 | 21.73 | 10.43 | 11.31 | 4.80 | 7.52 | 6.89 | 4.75 | 5.30 |
| Draw Down(%) | NA | 10.66 | 22.26 | 27.21 | 28.28 | NA | NA | … | … | 10.66 | 19.84 | 7.06 | 11.34 | 24.86 | 6.14 | 25.47 | 5.74 | 12.55 | 1.42 | 5.75 | 10.47 | 6.45 | 4.38 |
| Yield(%) | 0.00 | 0.27 | 0.63 | 0.45 | 1.16 | 1.80 | 1.35 | … | … | 0.00 | 0.27 | 0.76 | 0.74 | 0.83 | 0.00 | 0.64 | 1.66 | 0.84 | 3.09 | 7.20 | 7.31 | 4.25 | 2.22 |
Data as of 06/04/2026, Common starting date is 04/11/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CGHIX (CROW POINT DEFINED RISK GLOBAL EQUITY INCOME FUND CROW POINT DEFINED RISK GLOBAL EQUITY INCOME FUND ) |
-4.54%
Dec 2019 – Dec 2022 |
-1.86%
Sep 2018 – Sep 2023 |
-0.09%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CGHIX (CROW POINT DEFINED RISK GLOBAL EQUITY INCOME FUND CROW POINT DEFINED RISK GLOBAL EQUITY INCOME FUND ) |
13.57%
May 2023 – May 2026 |
7.13%
Jun 2016 – Jun 2021 |
4.50%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart