Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CORFX | 1.18% | 4.44% | 9.08% | NA | NA | NA | NA | 9.32% |
Data as of 07/29/2025, AR inception is 11/23/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CORFX | 11/23/2020 | 07/29/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.85 | 4.44 | 9.08 | NA | NA | NA | NA | 9.32 | 1.18 | 10.87 | 12.33 | 2.84 | 9.16 | 0.98 |
| Sharpe Ratio | NA | 1.26 | 3.32 | NA | NA | NA | NA | 3.19 | 0.19 | 4.42 | 6.21 | 0.53 | 7.02 | 5.63 |
| Standard Deviation(%) | NA | 1.63 | 1.83 | NA | NA | NA | NA | 1.85 | 1.81 | 1.64 | 1.41 | 2.69 | 1.30 | 1.75 |
| Draw Down(%) | NA | 0.94 | 2.52 | NA | NA | NA | NA | 2.98 | 0.94 | 0.77 | 0.92 | 2.98 | 0.29 | 0.25 |
| Yield(%) | 0.00 | 8.31 | 8.79 | 7.54 | 3.77 | 2.51 | 1.89 | 9.43 | 4.13 | 10.07 | 8.79 | 6.61 | 6.89 | 1.12 |
Data as of 07/29/2025, AR inception is 11/23/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CORFX (CORFX) |
8.04%
Dec 2020 - Dec 2023 |
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 |
|---|---|---|---|---|
| CORFX (CORFX) |
8.76%
Jun 2022 - Jun 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart