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
CSMHMX NA 26.15% NA NA NA NA NA
Data as of 12/30/2021, Common starting date is 10/19/2020
More Performance Analytics Comparison
Name Start Date End Date
CSMHMX 10/19/2020 12/30/2021
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2021 2020
Annualized Return (%) 1.11 26.15 NA NA NA NA NA 25.63 17.12
Sharpe Ratio NA 1.19 NA NA NA NA NA 1.17 3.04
Standard Deviation(%) NA 21.96 NA NA NA NA NA 22.01 38.96
Draw Down(%) NA 11.30 NA NA NA NA NA 11.30 7.18
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 12/30/2021, Common starting date is 10/19/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CSMHMX (CSMHMX) 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
CSMHMX (CSMHMX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return