Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CMHF (Community Heritage Financial Inc) | 16.13% | 43.37% | 7.24% | 11.83% | -19.71% | NA | NA | -15.54% |
Data as of 08/01/2025, AR inception is 06/19/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CMHF (Community Heritage Financial Inc) | 06/19/2012 | 08/01/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.89 | 43.37 | 7.24 | 11.83 | -19.71 | NA | NA | -15.54 | 16.13 | 44.72 | -14.53 | -17.62 | 30.56 | -13.50 | -2.24 | -91.48 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Sharpe Ratio | NA | 2.39 | 0.18 | 0.50 | -0.24 | NA | NA | -0.22 | 2.32 | 2.24 | -0.65 | -1.20 | 2.06 | -0.34 | -0.13 | -0.35 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Standard Deviation(%) | NA | 16.80 | 21.38 | 19.85 | 86.34 | NA | NA | 75.36 | 11.38 | 17.05 | 29.17 | 15.84 | 14.79 | 40.27 | 27.19 | 265.38 | NA | NA | NA | NA | NA | NA |
| Draw Down(%) | NA | 7.50 | 41.31 | 47.35 | 94.70 | NA | NA | 94.70 | 2.81 | 7.50 | 33.68 | 23.10 | 4.90 | 30.60 | 20.53 | 92.83 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Yield(%) | 0.00 | 0.72 | 0.78 | 1.04 | 0.04 | 0.03 | 0.02 | 0.03 | 0.67 | 1.07 | 1.21 | 0.66 | 0.85 | 0.73 | 0.54 | 0.03 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 08/01/2025, AR inception is 06/19/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMHF (Community Heritage Financial Inc) |
-60.23%
Jul 2017 - Jul 2020 |
-42.49%
Jul 2015 - Jul 2020 |
-24.84%
Jun 2013 - Jun 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMHF (Community Heritage Financial Inc) |
8.28%
Feb 2019 - Feb 2022 |
12.08%
Jul 2020 - Jul 2025 |
-19.72%
Jul 2015 - Jul 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart