Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CSW | -9.07% | -12.22% | 20.10% | 18.28% | 23.15% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 09/30/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CSW | 09/30/2015 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.83 | -12.22 | 20.10 | 18.28 | 23.15 | NA | NA | … | … | -9.07 | -16.50 | 70.64 | 79.79 | -3.52 | 8.50 | 46.39 | 60.23 | 5.22 | 24.69 | -2.18 | 25.57 |
| Sharpe Ratio | NA | -0.37 | 0.48 | 0.47 | 0.68 | NA | NA | … | … | -0.50 | -0.51 | 2.14 | 2.75 | -0.17 | 0.29 | 0.93 | 2.84 | 0.14 | 1.14 | -0.10 | 5.91 |
| Standard Deviation(%) | NA | 40.14 | 34.83 | 32.70 | 31.89 | NA | NA | … | … | 45.14 | 38.51 | 31.28 | 28.01 | 28.74 | 28.89 | 49.35 | 20.69 | 27.33 | 21.10 | 24.08 | 24.55 |
| Draw Down(%) | NA | 25.35 | 46.20 | 46.20 | 46.20 | NA | NA | … | … | 24.56 | 41.44 | 18.34 | 10.76 | 22.45 | 21.91 | 27.18 | 9.56 | 21.89 | 8.83 | 24.63 | 5.41 |
| Yield(%) | 0.00 | 0.36 | 0.61 | 0.71 | 1.57 | 1.20 | 0.90 | … | … | 0.19 | 0.30 | 0.41 | 0.63 | 0.54 | 0.53 | 0.70 | 0.84 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 09/30/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CSW (CSW) |
8.53%
Oct 2015 – Oct 2018 |
14.56%
Mar 2021 – Mar 2026 |
21.83%
Oct 2015 – Oct 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CSW (CSW) |
52.74%
Nov 2021 – Nov 2024 |
42.47%
Nov 2019 – Nov 2024 |
25.90%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart