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
CVCS (Charter Corporate Services Inc) NA 200.00% 24.62% 7.91% NA NA NA
Data as of 08/11/2021, Common starting date is 06/19/2012
More Performance Analytics Comparison
Name Start Date End Date
CVCS (Charter Corporate Services Inc) 06/19/2012 08/11/2021
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Annualized Return (%) 445.45 200.00 24.62 7.91 NA NA NA -60.00 400.00 -3.23 0.00 0.00 -24.39 -31.67 140.00 400.00 0.00
Sharpe Ratio NA 0.51 0.10 0.04 NA NA NA -0.17 2.49 -1.41 0.00 0.00 -0.88 -1.34 0.77 2.90 0.00
Standard Deviation(%) NA 392.42 227.66 176.77 NA NA NA 463.58 159.03 3.28 NA NA 27.96 23.70 180.91 138.06 NA
Draw Down(%) NA 95.58 95.58 95.58 NA NA NA 95.58 63.33 3.23 0.00 0.00 24.39 31.67 52.00 60.00 0.00
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 0.00 0.00 0.00 0.00
Data as of 08/11/2021, Common starting date is 06/19/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CVCS (Charter Corporate Services Inc) -33.41%
Jan 2014 – Jan 2017
-23.14%
Sep 2015 – Sep 2020
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CVCS (Charter Corporate Services Inc) 108.01%
Jul 2012 – Jul 2015
44.04%
Jul 2012 – Jul 2017
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return