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
CRSXQ NA 15.38% -2.13% -0.40% -16.02% NA NA
Data as of 09/26/2025, Common starting date is 12/31/2010
More Performance Analytics Comparison
Name Start Date End Date
CRSXQ 12/31/2010 09/26/2025
1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception
Annualized Return (%) 15.38 -2.13 -0.40 -16.02 NA NA
Sharpe Ratio NA NA NA NA NA NA
Standard Deviation(%) NA NA NA NA NA NA
Draw Down(%) NA NA NA NA NA NA
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 09/26/2025, Common starting date is 12/31/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CRSXQ (CRSXQ) -62.38%
Dec 2012 – Dec 2015
-53.83%
Jan 2011 – Jan 2016
-35.25%
Apr 2011 – Apr 2021
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CRSXQ (CRSXQ) 59.33%
Aug 2020 – Aug 2023
12.06%
Mar 2020 – Mar 2025
-13.67%
Aug 2013 – Aug 2023
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return