Performance Comparison
Portfolio Performance Comparison
Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
---|---|---|---|---|---|---|---|---|
CFSTX (THE SHORT TERM GOVERNMENT FUND SHARES) | 2.69% | 5.03% | 3.08% | 0.67% | 1.23% | 1.27% | 2.08% | 3.05% |
Data as of 06/26/2025, AR inception is 06/20/1996
More Performance Analytics Comparison
Name | Start Date | End Date |
---|---|---|
CFSTX (THE SHORT TERM GOVERNMENT FUND SHARES) | 06/20/1996 | 06/26/2025 |
Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return (%) | 0.43 | 5.03 | 3.08 | 0.67 | 1.23 | 1.27 | 2.08 | 3.05 | 2.69 | 3.40 | 4.70 | -6.30 | -1.19 | 3.09 | 3.55 | 1.01 | 0.84 | 0.81 | 0.36 | 1.05 | -0.34 | 2.67 | 2.02 | 3.83 | 5.09 | 4.81 | 6.34 | 3.93 | 1.66 | 1.22 | 1.59 | 5.99 | 8.28 | 8.14 | 2.05 | 7.14 | 6.58 | 4.64 |
Sharpe Ratio | NA | 0.73 | -0.13 | -0.64 | -0.13 | NA | NA | 0.67 | 0.89 | -1.87 | 0.15 | -2.58 | -1.01 | 1.51 | 1.26 | -0.24 | 0.17 | 0.44 | 0.21 | 0.89 | -0.31 | 2.55 | 1.42 | 1.87 | 2.24 | 1.19 | 1.89 | 0.49 | -0.32 | 0.12 | 0.32 | 1.77 | 1.78 | 1.74 | -0.49 | 1.30 | 1.20 | 1.89 |
Standard Deviation(%) | NA | 1.81 | 2.54 | 2.25 | 1.94 | NA | NA | 2.15 | 2.08 | 1.71 | 3.06 | 2.99 | 1.20 | 1.88 | 1.70 | 1.26 | 1.25 | 1.36 | 1.56 | 1.16 | 1.21 | 1.03 | 1.39 | 2.01 | 2.23 | 3.25 | 1.78 | 1.36 | 1.59 | 2.27 | 2.76 | 2.76 | 3.41 | 2.32 | 2.39 | 2.94 | 2.54 | 2.87 |
Draw Down(%) | NA | 0.87 | 4.08 | 8.71 | 8.71 | NA | NA | 8.71 | 0.80 | 0.87 | 1.73 | 7.55 | 1.43 | 2.47 | 0.93 | 0.89 | 0.81 | 1.50 | 0.99 | 0.73 | 1.66 | 0.44 | 0.71 | 1.65 | 1.09 | 1.75 | 0.71 | 0.43 | 1.12 | 2.55 | 2.55 | 1.87 | 2.29 | 1.06 | 1.29 | 1.43 | 1.30 | 0.87 |
Yield(%) | 0.00 | 1.82 | 1.98 | 1.73 | 1.78 | 1.90 | 2.45 | 3.32 | 0.69 | 1.92 | 2.50 | 1.48 | 1.49 | 2.02 | 2.46 | 1.93 | 1.60 | 1.68 | 1.39 | 1.95 | 2.26 | 2.48 | 2.82 | 2.87 | 3.77 | 4.46 | 4.57 | 4.17 | 4.02 | 3.70 | 4.37 | 4.81 | 5.70 | 5.50 | 5.59 | 5.97 | 6.12 | 3.53 |
Data as of 06/26/2025, AR inception is 06/20/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
CFSTX (THE SHORT TERM GOVERNMENT FUND SHARES) |
-1.99%
Oct 2020 - Oct 2023 |
-0.28%
Oct 2017 - Oct 2022 |
0.18%
Oct 2012 - Oct 2022 |
1.21%
Jan 2010 - Jan 2025 |
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
CFSTX (THE SHORT TERM GOVERNMENT FUND SHARES) |
7.69%
Sep 1999 - Sep 2002 |
6.85%
Sep 1996 - Sep 2001 |
4.81%
Mar 1997 - Mar 2007 |
4.77%
Aug 1996 - Aug 2011 |
Annualized Rolling Returns Comparison Chart