Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CLSDX | 17.94% | 27.71% | NA | NA | NA | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 12/05/2024
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CLSDX | 12/05/2024 | 06/11/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.27 | 27.71 | NA | NA | NA | NA | NA | … | … | 17.94 | 15.11 | -7.82 |
| Sharpe Ratio | NA | 1.00 | NA | NA | NA | NA | NA | … | … | 1.29 | 0.47 | -3.14 |
| Standard Deviation(%) | NA | 21.63 | NA | NA | NA | NA | NA | … | … | 25.74 | 26.35 | 23.35 |
| Draw Down(%) | NA | 13.67 | NA | NA | NA | NA | NA | … | … | 13.67 | 27.33 | 8.39 |
| Yield(%) | 0.00 | 11.61 | 6.90 | 4.14 | 2.07 | 1.38 | 1.03 | … | … | 0.00 | 12.21 | 10.56 |
Data as of 06/11/2026, Common starting date is 12/05/2024
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CLSDX (CLSDX) |
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 |
|---|---|---|---|---|
| CLSDX (CLSDX) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart