Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CSRE | 12.64% | 13.64% | NA | NA | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 02/05/2025
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CSRE | 02/05/2025 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.74 | 13.64 | NA | NA | NA | NA | NA | … | … | 12.64 | 3.25 |
| Sharpe Ratio | NA | 0.84 | NA | NA | NA | NA | NA | … | … | 2.03 | 0.05 |
| Standard Deviation(%) | NA | 13.16 | NA | NA | NA | NA | NA | … | … | 14.55 | 15.93 |
| Draw Down(%) | NA | 8.42 | NA | NA | NA | NA | NA | … | … | 8.42 | 13.04 |
| Yield(%) | 0.00 | 2.48 | 1.05 | 0.63 | 0.32 | 0.21 | 0.16 | … | … | 0.44 | 2.72 |
Data as of 06/05/2026, Common starting date is 02/05/2025
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CSRE (CSRE) |
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 |
|---|---|---|---|---|
| CSRE (CSRE) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart