Find A Portfolio/Ticker
Comparison Box
CRSOX: Credit Suisse Commodity Ret Strat Instl (MUTUAL FUND)
Basic Info 33 0(0.0%) May 20
| Asset Class: | COMMODITIES BROAD BASKET |
| MyPlanIQ Rating: | (58%) |
| Start Date: | 01/13/2005 |
| Last Dividend Date: | 03/31/2022 |
| 12-Mo. Yield | 0.00% |
| Expenses | 0.80% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 05/20/2022)
| Last 1 Week* | YTD*(2022) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 2.8 | 31.8 | 45.1 | 19.4 | 10.5 | 0.4 | -1.0 | 0.2 | 449.6 | -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 | 4.32 | 2.31 | 1.18 | 0.68 | 0.0 | NA | -0.04 | 2.47 | -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 | 8.9 | 8.9 | 25.6 | 31.9 | 58.1 | NA | 72.7 | 32.4 | 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 | 24.2 | 19.4 | 16.2 | 14.4 | 13.5 | NA | 16.6 | 181.7 | 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 | 1.43 | 0.67 | 0.29 | 0.15 | 0.0 | NA | -0.01 | -10.51 | -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 | 0.06 | 0.03 | 0.02 | 0.0 | 0.0 | NA | 0.0 | 2.02 | 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 | 0.73 | 0.68 | 0.66 | 0.66 | 0.7 | NA | 0.73 | -0.43 | 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 | 0.76 | 0.67 | 0.74 | 0.71 | 0.75 | NA | 0.71 | 0.0 | 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
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See COMMODITIES BROAD BASKET Asset Class Trend Rankings |
Top Rated Funds in COMMODITIES BROAD BASKET
Best Mutual Funds
- GSCCX (Goldman Sachs Commodity Strategy C) 0.28% (90%)
- PCLDX (PIMCO CommoditiesPLUS Strategy D) (71%)
- SKBRX (DWS Enhanced Commodity Strategy B) (64%)
- PCRIX (PIMCO Commodity Real Ret Strat Instl) 0.39% (62%)
- CRSOX (Credit Suisse Commodity Ret Strat Instl) 0.0% (58%)
- ARCIX (AQR Risk-Balanced Commodities Strategy I) 0.10% (57%)
- PCRPX (PIMCO Commodity Real Return Strat P) 0.52% (55%)
- EICSX (Eaton Vance Commodity Strategy I) (53%)
- BRCBX (Invesco Balanced Risk Commodity Strat B) (51%)
- CCRSX (Credit Suisse Trust Commodity Return St) 0.40% (50%)
Best ETFs
- GSG (iShares S&P GSCI Commodity-Indexed Trust) 0.49% (99%)
- DBC (PowerShares DB Commodity Tracking ETF) 0.14% (93%)
- GSP (iPath S&P GSCI Total Return ETN) 0.24% (91%)
- DJP (iPath DJ-UBS Cmdty TR ETN) 0.26% (85%)
- GCC (GreenHaven Continuous Commodity ETF) 0.04% (83%)
- RJI (ELEMENTS Rogers Intl Cmdty TR ETN) 0.22% (70%)
- UCI (UBS ETRACS CMCI Total Return ETN) (66%)
- USCI (United States Commodity ETF) 0.24% (41%)
- GSC (GS Connect S&P GSCI Enh Commodity TR ETN) (37%)
- BCM (iPath® Pure Beta Broad Commodity ETN) 0.0% (30%)
Latest Articles Related to CRSOX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
