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
CFILX 10.24% 19.91% NA NA NA NA NA
Data as of 06/11/2026, Common starting date is 12/06/2024
More Performance Analytics Comparison
Name Start Date End Date
CFILX 12/06/2024 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 (%) -0.55 19.91 NA NA NA NA NA 10.24 12.82 -3.08
Sharpe Ratio NA 2.49 NA NA NA NA NA 2.52 1.04 -4.86
Standard Deviation(%) NA 7.34 NA NA NA NA NA 8.36 9.56 8.66
Draw Down(%) NA 4.90 NA NA NA NA NA 4.90 10.55 3.78
Yield(%) 0.00 4.98 2.43 1.46 0.73 0.49 0.37 1.20 5.04 1.23
Data as of 06/11/2026, Common starting date is 12/06/2024
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CFILX (CFILX) 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
CFILX (CFILX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return