Performance Comparison
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
