Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CNGFF (Change Financial Limited) | NA | -42.86% | -13.12% | -40.91% | NA | NA | NA | … | … |
Data as of 07/10/2023, Common starting date is 01/29/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CNGFF (Change Financial Limited) | 01/29/2018 | 07/10/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -42.86 | -13.12 | -40.91 | NA | NA | NA | … | … | 0.00 | -55.56 | -7.22 | -29.71 | -53.83 | -59.30 |
| Sharpe Ratio | NA | -0.82 | -0.26 | -0.36 | NA | NA | NA | … | … | -0.39 | -0.93 | -0.12 | -0.24 | -0.27 | -0.91 |
| Standard Deviation(%) | NA | 56.70 | 56.17 | 116.23 | NA | NA | NA | … | … | 11.75 | 61.38 | 61.43 | 125.94 | 206.23 | 69.50 |
| Draw Down(%) | NA | 46.14 | 67.50 | 94.00 | NA | NA | NA | … | … | 5.75 | 55.56 | 39.66 | 75.87 | 83.94 | 60.85 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/10/2023, Common starting date is 01/29/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CNGFF (Change Financial Limited) |
-50.16%
Feb 2018 – Feb 2021 |
-44.25%
Feb 2018 – Feb 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CNGFF (Change Financial Limited) |
13.40%
Feb 2019 – Feb 2022 |
-40.91%
Mar 2018 – Mar 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart