Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CLOC | 2.47% | NA | NA | NA | NA | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 10/23/2025
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CLOC | 10/23/2025 | 06/11/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.16 | NA | NA | NA | NA | NA | NA | … | … | 2.47 | 0.95 |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | NA | … | … | 3.08 | 3.01 |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | NA | … | … | 0.99 | 0.88 |
| Draw Down(%) | NA | NA | NA | NA | NA | NA | NA | … | … | 0.54 | 0.16 |
| Yield(%) | 0.00 | 3.65 | 1.22 | 0.73 | 0.37 | 0.24 | 0.18 | … | … | 2.51 | 1.15 |
Data as of 06/11/2026, Common starting date is 10/23/2025
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CLOC (CLOC) |
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 |
|---|---|---|---|---|
| CLOC (CLOC) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart