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
CCIFX 48.76% 105.85% NA NA NA NA NA
Data as of 06/11/2026, Common starting date is 12/04/2024
More Performance Analytics Comparison
Name Start Date End Date
CCIFX 12/04/2024 06/11/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024
Annualized Return (%) -5.31 105.85 NA NA NA NA NA 48.76 37.68 -2.97
Sharpe Ratio NA 3.91 NA NA NA NA NA 4.68 1.16 -1.58
Standard Deviation(%) NA 27.01 NA NA NA NA NA 30.70 30.14 23.71
Draw Down(%) NA 12.32 NA NA NA NA NA 11.92 29.09 4.97
Yield(%) 0.00 10.27 6.48 3.89 1.94 1.30 0.97 0.00 10.15 10.58
Data as of 06/11/2026, Common starting date is 12/04/2024
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CCIFX (CCIFX) 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
CCIFX (CCIFX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return