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
CSDX NA -50.00% -69.71% -59.78% -30.67% 44.50% -56.85%
Data as of 06/05/2026, Common starting date is 02/17/2005
More Performance Analytics Comparison
Name Start Date End Date
CSDX 02/17/2005 06/05/2026
1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception
Annualized Return (%) -50.00 -69.71 -59.78 -30.67 44.50 -56.85
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 06/05/2026, Common starting date is 02/17/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CSDX (CSDX) -99.95%
May 2008 – May 2011
-99.00%
May 2006 – May 2011
-90.00%
Jan 2010 – Jan 2020
-78.46%
Apr 2007 – Apr 2022
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CSDX (CSDX) 3,091.25%
Feb 2020 – Feb 2023
648.54%
Nov 2017 – Nov 2022
180.36%
May 2012 – May 2022
-55.86%
Nov 2007 – Nov 2022
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return