Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CMXHF (CSL Limited) | -38.11% | -54.32% | -28.22% | -19.46% | -0.17% | 6.10% | 10.52% | … | … |
Data as of 06/05/2026, Common starting date is 11/21/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CMXHF (CSL Limited) | 11/21/2005 | 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 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.43 | -54.32 | -28.22 | -19.46 | -0.17 | 6.10 | 10.52 | … | … | -38.11 | -29.53 | -13.04 | 1.30 | -7.68 | -1.12 | 13.21 | 50.33 | 21.06 | 54.49 | -5.04 | 8.70 | 22.96 | 6.74 | 77.44 | -12.41 | 36.50 | 26.11 | -24.89 | 84.19 | 67.39 | 4.83 |
| Sharpe Ratio | NA | -0.83 | -0.59 | -0.48 | -0.05 | NA | NA | … | … | -1.14 | -0.47 | -0.48 | -0.08 | -0.27 | -0.04 | 0.25 | 2.35 | 0.76 | 2.15 | -0.22 | 0.34 | 1.41 | 0.37 | 3.36 | -0.31 | 0.97 | 0.91 | -0.43 | 2.55 | 0.18 | 3.90 |
| Standard Deviation(%) | NA | 68.26 | 53.01 | 45.55 | 39.30 | NA | NA | … | … | 61.37 | 69.78 | 35.05 | 31.28 | 33.37 | 30.66 | 51.42 | 20.77 | 25.98 | 25.12 | 24.18 | 25.23 | 16.23 | 17.93 | 23.27 | 40.18 | 37.58 | 28.57 | 59.96 | 31.95 | 351.02 | 13.42 |
| Draw Down(%) | NA | 62.04 | 66.68 | 70.09 | 70.09 | NA | NA | … | … | 48.89 | 38.79 | 18.65 | 31.81 | 19.54 | 18.35 | 33.79 | 7.43 | 23.93 | 8.45 | 22.80 | 17.53 | 7.50 | 12.89 | 8.80 | 29.77 | 27.32 | 12.23 | 54.56 | 15.00 | 91.64 | 1.63 |
| Yield(%) | 0.00 | 1.84 | 1.36 | 1.14 | 2.54 | 4.69 | 3.63 | … | … | 1.09 | 1.76 | 1.40 | 1.30 | 1.06 | 1.04 | 0.76 | 1.46 | 1.57 | 1.94 | 1.68 | 0.80 | 1.86 | 1.83 | 2.68 | 2.13 | 2.52 | 2.30 | 1.29 | 0.40 | 0.56 | 0.00 |
Data as of 06/05/2026, Common starting date is 11/21/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMXHF (CSL Limited) |
-28.49%
May 2023 – May 2026 |
-19.87%
May 2021 – May 2026 |
-0.50%
May 2016 – May 2026 |
5.85%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMXHF (CSL Limited) |
41.14%
Dec 2016 – Dec 2019 |
31.86%
Dec 2005 – Dec 2010 |
24.43%
Jan 2010 – Jan 2020 |
24.48%
Dec 2005 – Dec 2020 |
Annualized Rolling Returns Comparison Chart