Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CCSI (Consensus Cloud Solutions, Inc.) | 56.87% | 48.83% | 0.33% | NA | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 09/30/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CCSI (Consensus Cloud Solutions, Inc.) | 09/30/2021 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.60 | 48.83 | 0.33 | NA | NA | NA | NA | … | … | 56.87 | -2.14 | -8.78 | -51.25 | -7.10 | 62.42 |
| Sharpe Ratio | NA | 0.88 | -0.07 | NA | NA | NA | NA | … | … | 2.77 | -0.11 | -0.23 | -0.97 | -0.17 | 7.21 |
| Standard Deviation(%) | NA | 53.74 | 58.57 | NA | NA | NA | NA | … | … | 61.11 | 47.81 | 66.30 | 57.68 | 50.45 | 79.74 |
| Draw Down(%) | NA | 31.90 | 67.64 | NA | NA | NA | NA | … | … | 24.98 | 40.24 | 55.59 | 70.15 | 38.02 | 18.32 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/10/2026, Common starting date is 09/30/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CCSI (Consensus Cloud Solutions, Inc.) |
-29.51%
Oct 2021 – Oct 2024 |
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 |
|---|---|---|---|---|
| CCSI (Consensus Cloud Solutions, Inc.) |
-1.96%
May 2023 – May 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart