Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
CVSA NA -0.94% 45.33% 27.39% 22.68% 5.70% 9.13%
Data as of 06/05/2026, Common starting date is 06/21/1991
More Performance Analytics Comparison
Name Start Date End Date
CVSA 06/21/1991 06/05/2026
1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception
Annualized Return (%) -0.94 45.33 27.39 22.68 5.70 9.13
Sharpe Ratio NA NA NA NA NA NA
Standard Deviation(%) NA NA NA NA NA NA
Draw Down(%) NA NA NA NA NA NA
Yield(%) 0.00 0.00 0.00 0.11 0.23 0.56
Data as of 06/05/2026, Common starting date is 06/21/1991
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CVSA (CVSA) -27.26%
Aug 2009 – Aug 2012
-20.40%
Jun 2011 – Jun 2016
-7.86%
Mar 2010 – Mar 2020
-4.12%
Jun 2001 – Jun 2016
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CVSA (CVSA) 70.12%
Feb 2022 – Feb 2025
54.31%
Dec 1993 – Dec 1998
40.38%
Jul 1991 – Jul 2001
22.91%
Nov 1992 – Nov 2007
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return