Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CORFX | 2.01% | 5.65% | 8.32% | 7.53% | NA | NA | NA | … | … |
Data as of 06/17/2026, Common starting date is 11/23/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CORFX | 11/23/2020 | 06/17/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.36 | 5.65 | 8.32 | 7.53 | NA | NA | NA | … | … | 2.01 | 5.58 | 10.87 | 12.33 | 2.84 | 9.16 | 0.98 |
| Sharpe Ratio | NA | 2.42 | 3.61 | 2.88 | NA | NA | NA | … | … | 1.32 | 1.99 | 4.42 | 6.21 | 0.53 | 7.02 | 5.63 |
| Standard Deviation(%) | NA | 1.26 | 1.44 | 1.74 | NA | NA | NA | … | … | 1.17 | 1.36 | 1.64 | 1.41 | 2.69 | 1.30 | 1.75 |
| Draw Down(%) | NA | 0.64 | 0.79 | 2.98 | NA | NA | NA | … | … | 0.64 | 0.79 | 0.77 | 0.92 | 2.98 | 0.29 | 0.25 |
| Yield(%) | 0.00 | 9.43 | 9.60 | 8.42 | 4.71 | 3.14 | 2.35 | … | … | 3.94 | 9.58 | 10.07 | 8.81 | 6.61 | 6.89 | 1.12 |
Data as of 06/17/2026, Common starting date is 11/23/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CORFX (CORFX) |
8.04%
Dec 2020 – Dec 2023 |
7.55%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CORFX (CORFX) |
9.97%
Oct 2022 – Oct 2025 |
8.10%
Dec 2020 – Dec 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart