Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CSIOX | 4.64% | 11.08% | NA | NA | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 12/23/2024
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CSIOX | 12/23/2024 | 06/09/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.40 | 11.08 | NA | NA | NA | NA | NA | … | … | 4.64 | 14.23 | -0.29 |
| Sharpe Ratio | NA | 1.86 | NA | NA | NA | NA | NA | … | … | 1.73 | 2.75 | NA |
| Standard Deviation(%) | NA | 4.59 | NA | NA | NA | NA | NA | … | … | 4.85 | 4.14 | NA |
| Draw Down(%) | NA | 3.69 | NA | NA | NA | NA | NA | … | … | 3.69 | 1.10 | NA |
| Yield(%) | 0.00 | 11.69 | 6.07 | 3.64 | 1.82 | 1.21 | 0.91 | … | … | 3.72 | 13.56 | 1.00 |
Data as of 06/09/2026, Common starting date is 12/23/2024
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CSIOX (CSIOX) |
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 |
|---|---|---|---|---|
| CSIOX (CSIOX) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart