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
CSMDNX NA 23.69% NA NA NA NA NA
Data as of 12/30/2021, Common starting date is 07/20/2020
More Performance Analytics Comparison
Name Start Date End Date
CSMDNX 07/20/2020 12/30/2021
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2021 2020
Annualized Return (%) 1.84 23.69 NA NA NA NA NA 22.92 22.01
Sharpe Ratio NA 1.28 NA NA NA NA NA 1.24 2.09
Standard Deviation(%) NA 18.47 NA NA NA NA NA 18.50 26.05
Draw Down(%) NA 10.84 NA NA NA NA NA 10.84 12.68
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 12/30/2021, Common starting date is 07/20/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CSMDNX (CSMDNX) 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
CSMDNX (CSMDNX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return