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
CTEDX 2.23% 8.51% NA NA NA NA NA
Data as of 06/10/2026, Common starting date is 11/20/2024
More Performance Analytics Comparison
Name Start Date End Date
CTEDX 11/20/2024 06/10/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024
Annualized Return (%) -0.17 8.51 NA NA NA NA NA 2.23 2.81 -0.63
Sharpe Ratio NA 1.55 NA NA NA NA NA 0.74 -0.01 -1.70
Standard Deviation(%) NA 3.65 NA NA NA NA NA 4.00 6.93 5.26
Draw Down(%) NA 3.19 NA NA NA NA NA 3.19 7.37 3.12
Yield(%) 0.00 4.12 2.03 1.22 0.61 0.41 0.30 1.69 3.85 0.62
Data as of 06/10/2026, Common starting date is 11/20/2024
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CTEDX (CTEDX) 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
CTEDX (CTEDX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return