Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CSTAF | 4.48% | 6.10% | 9.98% | 7.64% | NA | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 03/19/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CSTAF | 03/19/2021 | 06/08/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 6.10 | 9.98 | 7.64 | NA | NA | NA | … | … | 4.48 | -1.54 | 14.07 | 9.30 | 3.37 | 0.51 |
| Sharpe Ratio | NA | 0.33 | 0.74 | 0.65 | NA | NA | NA | … | … | 1.36 | -0.70 | 0.87 | 0.71 | 0.91 | 0.06 |
| Standard Deviation(%) | NA | 10.37 | 9.00 | 7.60 | NA | NA | NA | … | … | 6.06 | 6.34 | 8.68 | 7.22 | 2.20 | 10.20 |
| Draw Down(%) | NA | 6.34 | 6.34 | 6.34 | NA | NA | NA | … | … | 0.00 | 6.34 | 1.95 | 2.36 | 0.92 | 4.75 |
| Yield(%) | 0.00 | 0.00 | 2.52 | 1.64 | 0.82 | 0.55 | 0.41 | … | … | 0.00 | 0.00 | 7.23 | 0.00 | 0.00 | 0.00 |
Data as of 06/08/2026, Common starting date is 03/19/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CSTAF (CSTAF) |
7.19%
May 2021 – May 2024 |
7.53%
Apr 2021 – Apr 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CSTAF (CSTAF) |
11.27%
Jan 2023 – Jan 2026 |
7.53%
Apr 2021 – Apr 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart