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
CSGAX 48.63% 102.27% NA NA NA NA NA
Data as of 06/08/2026, Common starting date is 12/04/2024
More Performance Analytics Comparison
Name Start Date End Date
CSGAX 12/04/2024 06/08/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024
Annualized Return (%) -2.89 102.27 NA NA NA NA NA 48.63 35.43 -3.31
Sharpe Ratio NA 3.72 NA NA NA NA NA 4.58 1.08 -1.70
Standard Deviation(%) NA 27.01 NA NA NA NA NA 30.86 30.22 23.98
Draw Down(%) NA 12.45 NA NA NA NA NA 12.34 28.86 5.06
Yield(%) 0.00 10.42 6.84 4.10 2.05 1.37 1.03 0.00 10.30 11.68
Data as of 06/08/2026, Common starting date is 12/04/2024
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CSGAX (CSGAX) 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
CSGAX (CSGAX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return