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
CSMHLX NA 37.70% NA NA NA NA NA
Data as of 10/18/2021, Common starting date is 07/20/2020
More Performance Analytics Comparison
Name Start Date End Date
CSMHLX 07/20/2020 10/18/2021
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2021 2020
Annualized Return (%) 0.84 37.70 NA NA NA NA NA 20.42 20.32
Sharpe Ratio NA 1.53 NA NA NA NA NA 1.41 1.80
Standard Deviation(%) NA 22.00 NA NA NA NA NA 18.72 27.66
Draw Down(%) NA 9.58 NA NA NA NA NA 9.58 9.84
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 10/18/2021, Common starting date is 07/20/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CSMHLX (CSMHLX) 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
CSMHLX (CSMHLX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return