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CRSOX: Credit Suisse Commodity Ret Strat Instl (MUTUAL FUND)
Basic Info 36.44 0.12(0.33%) October 22
| Asset Class: | COMMODITIES BROAD BASKET |
| MyPlanIQ Rating: | (58%) |
| Start Date: | 01/13/2005 |
| Last Dividend Date: | 03/31/2020 |
| 12-Mo. Yield | 0.00% |
| Expenses | 0.80% |
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Performance Analytics (As of 10/22/2021)
| Last 1 Week* | YTD*(2021) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 493.5 | 695.6 | 739.6 | 96.3 | 50.4 | 16.4 | 10.2 | 9.9 | -1.1 | 7.0 | -11.7 | 1.7 | 12.4 | -25.0 | -16.9 | -10.0 | -1.8 | -12.3 | 16.9 | 20.1 | -35.5 | 14.8 | 1.9 | 11.7 |
| SR | NA | 6.03 | 4.14 | 0.92 | 0.62 | 0.28 | NA | 0.2 | -0.09 | 0.47 | -1.14 | 0.12 | 0.85 | -1.64 | -1.71 | -1.02 | -0.14 | -0.68 | 0.97 | 0.83 | -1.25 | 0.81 | -0.08 | 0.55 |
| DD(%) | NA | 6.3 | 6.3 | 27.6 | 31.9 | 58.1 | NA | 72.7 | 25.6 | 8.1 | 15.4 | 10.8 | 8.1 | 27.1 | 23.9 | 14.8 | 15.1 | 22.1 | 15.3 | 16.3 | 55.0 | 8.0 | 15.2 | 11.6 |
| SD(%) | NA | 198.5 | 178.6 | 103.9 | 80.7 | 57.8 | NA | 46.5 | 15.9 | 11.9 | 11.4 | 9.4 | 14.4 | 15.2 | 9.9 | 9.8 | 13.4 | 18.1 | 17.2 | 24.2 | 29.0 | 14.6 | 17.2 | 18.0 |
| TR | NA | -16.6 | -12.87 | 2.77 | 1.18 | 0.27 | NA | 0.13 | -0.02 | 0.08 | -0.21 | 0.02 | 0.16 | -0.31 | -0.23 | -0.13 | -0.02 | -0.15 | 0.21 | 0.25 | -0.5 | 0.17 | -0.02 | 0.0 |
| Alpha(%) | NA | 2.71 | 2.22 | 0.68 | 0.4 | 0.19 | NA | 0.11 | 0.02 | -0.01 | -0.02 | -0.01 | 0.0 | -0.01 | 0.02 | -0.02 | -0.02 | -0.04 | 0.03 | 0.03 | -0.06 | -0.02 | 0.0 | NA |
| Beta(%) | NA | -0.72 | -0.57 | 0.35 | 0.42 | 0.59 | NA | 0.69 | 0.65 | 0.71 | 0.63 | 0.64 | 0.75 | 0.8 | 0.74 | 0.77 | 0.8 | 0.8 | 0.8 | 0.79 | 0.73 | 0.68 | 0.76 | NA |
| RS | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | 0.01 | 0.8 | 0.64 | 0.64 | 0.72 | 0.86 | 0.88 | 0.75 | 0.71 | 0.79 | 0.83 | 0.81 | 0.8 | 0.78 | 0.68 | 0.67 | 0.0 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/13/2005
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See COMMODITIES BROAD BASKET Asset Class Trend Rankings |
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