Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CFSSX | 17.06% | 38.75% | 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 |
|---|---|---|
| CFSSX | 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 (%) | -1.98 | 38.75 | NA | NA | NA | NA | NA | … | … | 17.06 | 11.56 | -6.52 |
| Sharpe Ratio | NA | 2.02 | NA | NA | NA | NA | NA | … | … | 1.90 | 0.38 | -3.69 |
| Standard Deviation(%) | NA | 18.22 | NA | NA | NA | NA | NA | … | … | 19.96 | 22.86 | 20.65 |
| Draw Down(%) | NA | 9.61 | NA | NA | NA | NA | NA | … | … | 9.61 | 25.79 | 6.76 |
| Yield(%) | 0.00 | 4.04 | 1.44 | 0.86 | 0.43 | 0.29 | 0.22 | … | … | 0.00 | 3.80 | 0.79 |
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 |
|---|---|---|---|---|
| CFSSX (CFSSX) |
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 |
|---|---|---|---|---|
| CFSSX (CFSSX) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart