Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CFSLX | 11.94% | 21.86% | NA | NA | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 12/11/2024
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CFSLX | 12/11/2024 | 06/09/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.47 | 21.86 | NA | NA | NA | NA | NA | … | … | 11.94 | 4.75 | -6.25 |
| Sharpe Ratio | NA | 1.13 | NA | NA | NA | NA | NA | … | … | 1.30 | 0.09 | -3.97 |
| Standard Deviation(%) | NA | 16.83 | NA | NA | NA | NA | NA | … | … | 17.41 | 21.55 | 18.79 |
| Draw Down(%) | NA | 10.02 | NA | NA | NA | NA | NA | … | … | 10.02 | 23.12 | 6.49 |
| Yield(%) | 0.00 | 5.13 | 2.30 | 1.38 | 0.69 | 0.46 | 0.34 | … | … | 0.00 | 4.95 | 2.38 |
Data as of 06/09/2026, Common starting date is 12/11/2024
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CFSLX (CFSLX) |
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 |
|---|---|---|---|---|
| CFSLX (CFSLX) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart