Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CSDX | NA | -12.50% | -66.12% | -56.01% | -26.66% | 47.78% | -56.12% | … | … |
Data as of 06/09/2026, Common starting date is 02/17/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CSDX | 02/17/2005 | 06/09/2026 |
| 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | |
|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -12.50 | -66.12 | -56.01 | -26.66 | 47.78 | -56.12 | … | … |
| 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 | 0.00 | 0.00 | 0.00 | … | … |
Data as of 06/09/2026, Common starting date is 02/17/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CSDX (CSDX) |
-99.95%
May 2008 – May 2011 |
-99.00%
May 2006 – May 2011 |
-90.00%
Jan 2010 – Jan 2020 |
-78.46%
Apr 2007 – Apr 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CSDX (CSDX) |
3,091.25%
Feb 2020 – Feb 2023 |
648.54%
Nov 2017 – Nov 2022 |
180.36%
May 2012 – May 2022 |
-55.86%
Nov 2007 – Nov 2022 |
Annualized Rolling Returns Comparison Chart
