Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CSLLY (CSL Ltd) | -39.80% | -55.63% | -29.52% | -20.11% | -0.97% | 6.04% | NA | … | … |
Data as of 06/05/2026, Common starting date is 12/30/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CSLLY (CSL Ltd) | 12/30/2009 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.67 | -55.63 | -29.52 | -20.11 | -0.97 | 6.04 | NA | … | … | -39.80 | -32.89 | -8.66 | 0.90 | -6.61 | -2.29 | 13.47 | 52.11 | 18.74 | 54.19 | -3.75 | 10.31 | 16.85 | 10.37 | 77.93 | -11.54 | 33.27 | 1.47 |
| Sharpe Ratio | NA | -1.41 | -1.09 | -0.79 | -0.09 | NA | NA | … | … | -1.71 | -1.00 | -0.65 | -0.12 | -0.29 | -0.09 | 0.30 | 2.53 | 0.66 | 2.45 | -0.16 | 0.40 | 0.90 | 0.44 | 3.07 | -0.33 | 1.09 | NA |
| Standard Deviation(%) | NA | 41.19 | 30.13 | 28.36 | 28.56 | NA | NA | … | … | 42.01 | 35.73 | 18.78 | 22.39 | 27.77 | 25.64 | 43.99 | 20.00 | 26.40 | 21.96 | 24.34 | 25.83 | 18.73 | 23.29 | 25.67 | 34.54 | 30.34 | 0.00 |
| Draw Down(%) | NA | 62.35 | 67.78 | 69.88 | 69.88 | NA | NA | … | … | 48.63 | 36.34 | 17.55 | 32.27 | 20.34 | 16.50 | 30.24 | 8.29 | 25.60 | 8.89 | 23.04 | 17.72 | 10.27 | 19.55 | 9.02 | 31.48 | 27.49 | 0.00 |
| Yield(%) | 0.00 | 1.44 | 1.21 | 1.05 | 2.38 | 4.81 | 4.72 | … | … | 0.57 | 1.68 | 1.36 | 1.24 | 1.06 | 1.01 | 1.04 | 1.40 | 1.56 | 1.86 | 1.64 | 1.73 | 1.86 | 1.83 | 2.58 | 2.13 | 2.42 | 0.00 |
Data as of 06/05/2026, Common starting date is 12/30/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CSLLY (CSL Ltd) |
-28.37%
May 2023 – May 2026 |
-19.55%
May 2021 – May 2026 |
-0.47%
May 2016 – May 2026 |
6.06%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CSLLY (CSL Ltd) |
40.69%
Dec 2016 – Dec 2019 |
28.45%
Sep 2015 – Sep 2020 |
24.67%
Jan 2010 – Jan 2020 |
14.81%
Jan 2010 – Jan 2025 |
Annualized Rolling Returns Comparison Chart