Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CSVGX | 11.33% | 34.91% | NA | NA | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 12/04/2024
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CSVGX | 12/04/2024 | 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 (%) | -0.68 | 34.91 | NA | NA | NA | NA | NA | … | … | 11.33 | 27.95 | -4.93 |
| Sharpe Ratio | NA | 2.70 | NA | NA | NA | NA | NA | … | … | 1.96 | 1.47 | -4.44 |
| Standard Deviation(%) | NA | 11.94 | NA | NA | NA | NA | NA | … | … | 13.26 | 17.12 | 12.14 |
| Draw Down(%) | NA | 9.00 | NA | NA | NA | NA | NA | … | … | 9.00 | 14.04 | 6.19 |
| Yield(%) | 0.00 | 9.28 | 4.09 | 2.45 | 1.23 | 0.82 | 0.61 | … | … | 0.00 | 9.80 | 3.25 |
Data as of 06/05/2026, Common starting date is 12/04/2024
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CSVGX (CSVGX) |
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 |
|---|---|---|---|---|
| CSVGX (CSVGX) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart