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
COSW 12.62% NA NA NA NA NA NA
Data as of 06/09/2026, Common starting date is 10/23/2025
More Performance Analytics Comparison
Name Start Date End Date
COSW 10/23/2025 06/09/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025
Annualized Return (%) 1.94 NA NA NA NA NA NA 12.62 -10.72
Sharpe Ratio NA NA NA NA NA NA NA 1.19 -1.84
Standard Deviation(%) NA NA NA NA NA NA NA 26.00 26.09
Draw Down(%) NA NA NA NA NA NA NA 16.22 12.17
Yield(%) 0.15 14.96 4.99 2.99 1.50 1.00 0.75 12.72 4.23
Data as of 06/09/2026, Common starting date is 10/23/2025
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
COSW (COSW) 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
COSW (COSW) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return