Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CUFTAX | NA | 22.00% | NA | NA | NA | NA | NA | 47.27% |
Data as of 12/30/2021, AR inception is 10/28/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CUFTAX | 10/28/2020 | 12/30/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.31 | 22.00 | NA | NA | NA | NA | NA | 47.27 | 21.38 | 21.33 |
| Sharpe Ratio | NA | 1.26 | NA | NA | NA | NA | NA | 1.92 | 1.23 | 6.23 |
| Standard Deviation(%) | NA | 17.46 | NA | NA | NA | NA | NA | 20.38 | 17.49 | 32.54 |
| Draw Down(%) | NA | 10.51 | NA | NA | NA | NA | NA | 10.51 | 10.51 | 3.40 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 12/30/2021, AR inception is 10/28/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CUFTAX (CUFTAX) |
0.00%
NA |
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 |
|---|---|---|---|---|
| CUFTAX (CUFTAX) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart