Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CSVEX | 13.71% | 29.20% | NA | NA | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 12/12/2024
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CSVEX | 12/12/2024 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.22 | 29.20 | NA | NA | NA | NA | NA | … | … | 13.71 | 31.32 | -2.78 |
| Sharpe Ratio | NA | 1.77 | NA | NA | NA | NA | NA | … | … | 1.69 | 1.88 | -3.85 |
| Standard Deviation(%) | NA | 15.02 | NA | NA | NA | NA | NA | … | … | 19.18 | 15.17 | 12.44 |
| Draw Down(%) | NA | 11.72 | NA | NA | NA | NA | NA | … | … | 11.72 | 13.31 | 3.72 |
| Yield(%) | 0.00 | 5.33 | 3.58 | 2.15 | 1.07 | 0.72 | 0.54 | … | … | 0.54 | 6.02 | 4.54 |
Data as of 06/05/2026, Common starting date is 12/12/2024
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CSVEX (CSVEX) |
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 |
|---|---|---|---|---|
| CSVEX (CSVEX) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart