Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CAUSX (U.S. GOVERNMENT SECURITIES FUND DIRECT SHARES) | -1.08% | 2.06% | 1.68% | -0.52% | 0.42% | 0.84% | 1.67% | … | … |
Data as of 06/05/2026, Common starting date is 01/31/1986
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CAUSX (U.S. GOVERNMENT SECURITIES FUND DIRECT SHARES) | 01/31/1986 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.54 | 2.06 | 1.68 | -0.52 | 0.42 | 0.84 | 1.67 | … | … | -1.08 | 4.86 | -0.18 | 3.04 | -7.84 | -2.97 | 5.33 | 4.97 | 0.44 | 0.90 | 0.20 | 0.50 | 2.85 | -2.83 | 0.76 | 7.00 | 5.82 | -4.94 | 8.69 | 6.13 | 2.57 | 1.57 | 3.14 | 1.73 | 8.98 | 4.62 | 12.97 | -4.95 | 12.11 | 9.34 | -0.48 | 23.36 | -6.98 | 15.23 | 7.68 | 17.51 | 8.60 | 13.50 | 7.27 | 1.30 | 10.89 |
| Sharpe Ratio | NA | -0.13 | -0.30 | -0.62 | -0.31 | NA | NA | … | … | -1.08 | 0.39 | -0.73 | -0.11 | -1.99 | -1.42 | 1.30 | 1.18 | -0.42 | 0.10 | 0.00 | 0.14 | 1.25 | -1.10 | 0.28 | 1.83 | 1.10 | -0.59 | 1.55 | 1.21 | -0.35 | -0.26 | 0.67 | 0.23 | 1.83 | 0.36 | 2.04 | -1.50 | 1.30 | 1.29 | -0.49 | 3.29 | -1.23 | 1.81 | 0.79 | 2.68 | 0.61 | 1.79 | 0.62 | -0.36 | 1.73 |
| Standard Deviation(%) | NA | 4.49 | 5.23 | 4.89 | 4.02 | NA | NA | … | … | 4.64 | 5.10 | 5.20 | 5.75 | 4.68 | 2.11 | 3.89 | 2.98 | 2.26 | 2.38 | 2.98 | 3.39 | 2.26 | 2.60 | 2.54 | 3.82 | 5.22 | 8.48 | 4.96 | 2.48 | 2.46 | 2.65 | 3.23 | 4.49 | 4.28 | 6.16 | 4.28 | 5.53 | 6.65 | 4.39 | 8.44 | 5.89 | 8.17 | 7.19 | 6.50 | 5.06 | 5.03 | 4.21 | 3.82 | 7.99 | 4.44 |
| Draw Down(%) | NA | 3.87 | 5.73 | 12.92 | 15.08 | NA | NA | … | … | 3.87 | 3.86 | 4.72 | 6.65 | 9.79 | 3.36 | 3.08 | 1.79 | 2.19 | 1.68 | 4.79 | 2.46 | 1.12 | 3.92 | 1.87 | 2.03 | 3.03 | 8.82 | 2.88 | 1.50 | 2.19 | 2.63 | 3.61 | 4.80 | 2.84 | 5.97 | 2.97 | 6.42 | 5.02 | 2.56 | 9.02 | 3.23 | 11.02 | 5.48 | 4.79 | 2.31 | 3.33 | 2.12 | 2.34 | 9.09 | 4.07 |
| Yield(%) | 0.00 | 2.94 | 2.92 | 2.10 | 1.72 | 1.70 | 2.16 | … | … | 1.07 | 3.18 | 3.10 | 2.33 | 1.24 | 1.10 | 1.19 | 1.47 | 1.40 | 1.40 | 1.69 | 1.37 | 1.66 | 1.55 | 1.77 | 1.92 | 2.42 | 3.27 | 3.59 | 4.11 | 3.09 | 3.36 | 3.86 | 4.07 | 5.53 | 6.46 | 5.87 | 5.43 | 7.74 | 6.74 | 7.07 | 6.97 | 5.98 | 6.67 | 6.89 | 8.50 | 8.41 | 9.20 | 9.22 | 9.34 | 8.15 |
Data as of 06/05/2026, Common starting date is 01/31/1986
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CAUSX (U.S. GOVERNMENT SECURITIES FUND DIRECT SHARES) |
-4.70%
Oct 2020 – Oct 2023 |
-1.53%
May 2020 – May 2025 |
-0.07%
Oct 2012 – Oct 2022 |
0.69%
Nov 2008 – Nov 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CAUSX (U.S. GOVERNMENT SECURITIES FUND DIRECT SHARES) |
16.11%
Aug 1990 – Aug 1993 |
13.25%
Aug 1988 – Aug 1993 |
9.74%
Sep 1988 – Sep 1998 |
8.68%
Sep 1987 – Sep 2002 |
Annualized Rolling Returns Comparison Chart