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
CSIO 14.31% NA NA NA NA NA NA
Data as of 06/09/2026, Common starting date is 12/09/2025
More Performance Analytics Comparison
Name Start Date End Date
CSIO 12/09/2025 06/09/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025
Annualized Return (%) 0.39 NA NA NA NA NA NA 14.31 0.20
Sharpe Ratio NA NA NA NA NA NA NA 2.91 0.14
Standard Deviation(%) NA NA NA NA NA NA NA 11.90 6.74
Draw Down(%) NA NA NA NA NA NA NA 5.85 1.58
Yield(%) 0.00 0.74 0.25 0.15 0.07 0.05 0.04 0.74 0.00
Data as of 06/09/2026, Common starting date is 12/09/2025
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CSIO (CSIO) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CSIO (CSIO) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return