Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CRDIY (Concordia Financial Group Ltd) | 33.19% | -3.13% | 36.52% | 14.93% | NA | NA | NA | 16.53% |
Data as of 08/01/2025, AR inception is 10/10/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CRDIY (Concordia Financial Group Ltd) | 10/10/2019 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -9.89 | -3.13 | 36.52 | 14.93 | NA | NA | NA | 16.53 | 33.19 | 5.06 | 37.95 | -3.47 | 12.88 | -8.46 | 11.63 |
| Sharpe Ratio | NA | 0.77 | 0.84 | 0.42 | NA | NA | NA | 0.41 | 1.38 | 0.04 | 0.96 | -0.17 | 1.96 | -1.02 | 2.24 |
| Standard Deviation(%) | NA | 66.93 | 45.27 | 36.72 | NA | NA | NA | 34.61 | 71.20 | 40.48 | 36.21 | 29.45 | 6.55 | 8.49 | 28.13 |
| Draw Down(%) | NA | 28.60 | 28.60 | 28.60 | NA | NA | NA | 28.60 | 27.40 | 28.60 | 22.82 | 26.78 | 0.00 | 8.46 | 2.04 |
| Yield(%) | 0.00 | 2.97 | 5.95 | 4.21 | 2.42 | 1.61 | 1.21 | 4.84 | 2.33 | 3.49 | 4.07 | 3.90 | 4.34 | 3.77 | 0.00 |
Data as of 08/01/2025, AR inception is 10/10/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CRDIY (Concordia Financial Group Ltd) |
-0.77%
Nov 2019 - Nov 2022 |
7.20%
Nov 2019 - Nov 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CRDIY (Concordia Financial Group Ltd) |
40.42%
Jul 2022 - Jul 2025 |
16.88%
Jul 2020 - Jul 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart