Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
CPROF (Cortelco Systems Puerto Rico Inc) NA 19.80% 9.78% 45.87% 36.76% 24.51% 22.03%
Data as of 11/07/2025, Common starting date is 12/23/2004
More Performance Analytics Comparison
Name Start Date End Date
CPROF (Cortelco Systems Puerto Rico Inc) 12/23/2004 11/07/2025
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004
Annualized Return (%) 19.80 19.80 9.78 45.87 36.76 24.51 22.03 19.80 20.48 -8.33 166.67 87.20 100.00 559.72 -66.72 24.39 15.56 4.65 13.16 58.33 -63.08 4.84 24.00 8.70 -60.34 36.47 112.50 90.48 5.00
Sharpe Ratio NA 1.10 0.37 0.35 0.19 NA NA 0.93 1.21 -0.68 2.72 0.33 2.17 3.55 -0.15 0.27 0.13 0.03 0.11 0.69 -0.58 0.04 0.34 0.05 -1.31 0.99 0.58 0.86 NA
Standard Deviation(%) NA 21.04 17.05 123.46 188.33 NA NA 20.33 12.48 18.63 61.12 261.50 45.68 157.44 464.44 88.82 113.75 150.49 121.02 84.36 109.65 117.94 69.97 178.78 46.60 33.87 190.23 103.10 NA
Draw Down(%) NA 0.00 15.38 84.00 95.19 NA NA 0.00 0.00 15.38 5.26 84.00 9.68 0.00 93.75 48.00 53.00 72.73 46.25 30.91 67.12 48.39 23.46 60.00 60.34 12.00 56.25 33.33 NA
Yield(%) 0.00 0.00 2.78 9.40 5.91 4.62 6.93 16.53 9.09 0.00 0.00 27.00 0.00 83.33 0.00 19.23 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 11/07/2025, Common starting date is 12/23/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CPROF (Cortelco Systems Puerto Rico Inc) -61.28%
Apr 2015 – Apr 2018
-31.96%
Nov 2013 – Nov 2018
-25.06%
Apr 2008 – Apr 2018
0.45%
May 2006 – May 2021
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CPROF (Cortelco Systems Puerto Rico Inc) 346.34%
Nov 2018 – Nov 2021
193.38%
Apr 2018 – Apr 2023
50.37%
Oct 2012 – Oct 2022
29.73%
Aug 2009 – Aug 2024
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return