Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CMSQF (Computershare Limited) | 9.52% | 4.76% | 23.93% | 21.44% | 16.71% | 9.98% | NA | … | … |
Data as of 06/05/2026, Common starting date is 12/30/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CMSQF (Computershare Limited) | 12/30/2009 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.84 | 4.76 | 23.93 | 21.44 | 16.71 | 9.98 | NA | … | … | 9.52 | 25.90 | 26.11 | -9.18 | 29.19 | 27.68 | 2.51 | -17.07 | 15.41 | 51.08 | 6.70 | -6.92 | -2.70 | 11.30 | 20.50 | -24.06 | 6.30 | 0.97 |
| Sharpe Ratio | NA | -0.11 | 0.39 | 0.43 | 0.40 | NA | NA | … | … | 0.24 | 0.30 | 1.19 | -0.61 | 0.85 | 1.33 | 0.04 | -0.82 | 0.89 | 2.77 | 0.19 | -0.20 | -0.14 | 0.46 | 1.11 | -0.66 | 0.13 | NA |
| Standard Deviation(%) | NA | 80.28 | 52.00 | 43.32 | 37.29 | NA | NA | … | … | 84.06 | 76.53 | 18.97 | 21.12 | 32.78 | 20.76 | 53.80 | 22.56 | 15.87 | 18.27 | 34.28 | 35.09 | 19.83 | 24.32 | 18.58 | 36.78 | 46.47 | 0.00 |
| Draw Down(%) | NA | 32.24 | 32.24 | 32.24 | 55.50 | NA | NA | … | … | 27.48 | 21.66 | 7.60 | 17.04 | 18.25 | 8.93 | 46.34 | 29.93 | 7.16 | 4.82 | 25.03 | 33.21 | 24.65 | 19.93 | 19.31 | 35.23 | 33.05 | 0.00 |
| Yield(%) | 0.00 | 2.81 | 3.55 | 4.40 | 5.72 | 3.85 | 2.89 | … | … | 1.73 | 1.64 | 3.67 | 2.69 | 3.23 | 4.03 | 3.93 | 2.39 | 2.38 | 3.43 | 3.58 | 2.95 | 2.89 | 3.07 | 3.59 | 2.64 | 1.93 | 0.00 |
Data as of 06/05/2026, Common starting date is 12/30/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMSQF (Computershare Limited) |
-12.40%
Apr 2017 – Apr 2020 |
-6.61%
Apr 2015 – Apr 2020 |
-2.74%
Apr 2010 – Apr 2020 |
7.89%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMSQF (Computershare Limited) |
37.66%
Apr 2020 – Apr 2023 |
37.56%
Jul 2020 – Jul 2025 |
18.28%
May 2016 – May 2026 |
11.02%
Nov 2010 – Nov 2025 |
Annualized Rolling Returns Comparison Chart