Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CSDEX | 0.69% | 6.07% | NA | NA | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 12/23/2024
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CSDEX | 12/23/2024 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.30 | 6.07 | NA | NA | NA | NA | NA | … | … | 0.69 | 8.97 | -1.85 |
| Sharpe Ratio | NA | 1.38 | NA | NA | NA | NA | NA | … | … | -0.24 | 7.27 | NA |
| Standard Deviation(%) | NA | 2.48 | NA | NA | NA | NA | NA | … | … | 3.65 | 0.84 | NA |
| Draw Down(%) | NA | 2.34 | NA | NA | NA | NA | NA | … | … | 2.34 | 0.10 | NA |
| Yield(%) | 0.00 | 6.55 | 2.78 | 1.67 | 0.83 | 0.56 | 0.42 | … | … | 0.00 | 8.48 | 0.00 |
Data as of 06/05/2026, Common starting date is 12/23/2024
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CSDEX (CSDEX) |
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 |
|---|---|---|---|---|
| CSDEX (CSDEX) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart