Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
COSBX 4.65% 23.57% 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
COSBX 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 (%) -2.62 23.57 NA NA NA NA NA 4.65 45.81 -3.83
Sharpe Ratio NA 1.56 NA NA NA NA NA 0.51 2.84 -4.68
Standard Deviation(%) NA 13.86 NA NA NA NA NA 16.78 15.16 12.04
Draw Down(%) NA 11.76 NA NA NA NA NA 11.76 13.34 4.93
Yield(%) 0.00 8.65 4.47 2.68 1.34 0.89 0.67 0.00 10.69 3.49
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
COSBX (COSBX) 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
COSBX (COSBX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return