Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CYMBF (Cymbria Corporation) | NA | 20.01% | 8.53% | 12.54% | NA | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 02/19/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CYMBF (Cymbria Corporation) | 02/19/2020 | 09/26/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 20.01 | 8.53 | 12.54 | NA | NA | NA | … | … | 17.73 | 14.50 | -5.17 | 5.74 | 33.58 | -16.51 |
| Sharpe Ratio | NA | 1.13 | 0.43 | 0.64 | NA | NA | NA | … | … | 1.29 | 0.91 | -0.80 | 0.61 | 1.15 | -0.38 |
| Standard Deviation(%) | NA | 15.03 | 11.94 | 16.28 | NA | NA | NA | … | … | 16.94 | 8.77 | 11.89 | 7.21 | 29.25 | 49.96 |
| Draw Down(%) | NA | 3.88 | 10.05 | 11.16 | NA | NA | NA | … | … | 3.88 | 2.36 | 10.05 | 2.08 | 0.00 | 33.05 |
| 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 |
Data as of 09/26/2025, Common starting date is 02/19/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CYMBF (Cymbria Corporation) |
1.81%
Mar 2021 – Mar 2024 |
13.85%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CYMBF (Cymbria Corporation) |
20.77%
Mar 2020 – Mar 2023 |
17.63%
Aug 2020 – Aug 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart