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
CRDA NA 4.73% 3.67% -0.04% 2.63% 7.75% 2.90%
Data as of 09/16/2024, Common starting date is 07/31/1990
More Performance Analytics Comparison
Name Start Date End Date
CRDA 07/31/1990 09/16/2024
1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception
Annualized Return (%) 4.73 3.67 -0.04 2.63 7.75 2.90
Sharpe Ratio NA NA NA NA NA NA
Standard Deviation(%) NA NA NA NA NA NA
Draw Down(%) NA NA NA NA NA NA
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 09/16/2024, Common starting date is 07/31/1990
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CRDA (CRDA) -37.00%
Dec 1999 – Dec 2002
-30.12%
Dec 1997 – Dec 2002
-16.89%
Nov 1997 – Nov 2007
-10.25%
Aug 1997 – Aug 2012
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CRDA (CRDA) 58.05%
Oct 2010 – Oct 2013
25.44%
Jun 2010 – Jun 2015
13.99%
Nov 2009 – Nov 2019
7.75%
Aug 2009 – Aug 2024
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return