Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CSVI (Computer Services Inc) | NA | 5.95% | 12.56% | 22.75% | 17.31% | 16.40% | NA | … | … |
Data as of 12/09/2022, Common starting date is 10/07/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CSVI (Computer Services Inc) | 10/07/2003 | 12/09/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.95 | 12.56 | 22.75 | 17.31 | 16.40 | NA | … | … | 8.98 | -9.70 | 38.16 | 79.80 | 6.45 | 17.13 | -0.75 | -0.07 | 20.57 | 16.49 | 0.00 | 12.43 | 40.87 | 53.15 | -28.79 | 10.00 | -0.33 | -10.15 | 125.97 | 4.04 |
| Sharpe Ratio | NA | 0.06 | 0.32 | 0.66 | 0.60 | NA | NA | … | … | 0.18 | -0.42 | 1.34 | 1.96 | -0.52 | -0.10 | -1.40 | -0.83 | 0.10 | -0.09 | -0.67 | -0.20 | 0.54 | 1.09 | -1.15 | -0.59 | -1.93 | -1.24 | 3.66 | -0.14 |
| Standard Deviation(%) | NA | 46.67 | 33.78 | 32.08 | 27.52 | NA | NA | … | … | 46.91 | 23.27 | 28.17 | 28.86 | 29.15 | 20.56 | 24.76 | 22.41 | 19.74 | 22.75 | 27.97 | 31.12 | 41.33 | 31.64 | 41.92 | 20.57 | 11.79 | 25.06 | 29.09 | 15.17 |
| Draw Down(%) | NA | 38.83 | 41.54 | 41.54 | 41.54 | NA | NA | … | … | 37.66 | 14.68 | 28.54 | 11.89 | 17.17 | 10.40 | 12.75 | 16.27 | 8.51 | 7.76 | 18.51 | 14.23 | 15.97 | 15.22 | 40.81 | 22.77 | 6.88 | 20.53 | 7.07 | 3.39 |
| Yield(%) | 0.00 | 1.49 | 2.89 | 4.59 | 5.13 | 6.96 | 13.06 | … | … | 1.54 | 1.73 | 4.31 | 3.76 | 2.91 | 3.01 | 2.79 | 2.36 | 2.33 | 2.06 | 1.88 | 1.62 | 2.29 | 2.94 | 2.00 | 1.95 | 2.89 | 1.29 | 2.19 | 0.49 |
Data as of 12/09/2022, Common starting date is 10/07/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CSVI (Computer Services Inc) |
-7.70%
Nov 2005 – Nov 2008 |
2.60%
Feb 2005 – Feb 2010 |
10.44%
Mar 2005 – Mar 2015 |
11.94%
Jul 2007 – Jul 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CSVI (Computer Services Inc) |
42.82%
Jan 2018 – Jan 2021 |
31.04%
Jan 2016 – Jan 2021 |
21.84%
Feb 2010 – Feb 2020 |
18.13%
May 2004 – May 2019 |
Annualized Rolling Returns Comparison Chart