Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| COSO (CoastalSouth Bancshares Inc) | 11.58% | 23.54% | 21.68% | 8.50% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/08/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| COSO (CoastalSouth Bancshares Inc) | 09/08/2017 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.54 | 23.54 | 21.68 | 8.50 | NA | NA | NA | … | … | 11.58 | 5.97 | 46.27 | -16.67 | 4.29 | 42.64 | -3.59 | 24.13 | -45.35 | -7.50 |
| Sharpe Ratio | NA | 0.98 | 0.53 | 0.12 | NA | NA | NA | … | … | 1.42 | 0.10 | 1.08 | -0.80 | 0.04 | 1.72 | -0.08 | 0.66 | -0.76 | -1.65 |
| Standard Deviation(%) | NA | 26.88 | 30.63 | 39.46 | NA | NA | NA | … | … | 17.25 | 30.23 | 39.62 | 25.48 | 66.22 | 24.80 | 49.10 | 34.35 | 61.58 | 14.01 |
| Draw Down(%) | NA | 11.65 | 12.64 | 43.38 | NA | NA | NA | … | … | 7.75 | 12.64 | 11.57 | 20.56 | 43.38 | 12.65 | 30.08 | 17.86 | 50.27 | 7.50 |
| Yield(%) | 0.00 | 0.48 | 0.23 | 0.12 | 0.05 | 0.03 | 0.03 | … | … | 0.43 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 09/08/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| COSO (CoastalSouth Bancshares Inc) |
-17.20%
Oct 2017 – Oct 2020 |
-5.02%
Jul 2018 – Jul 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| COSO (CoastalSouth Bancshares Inc) |
25.64%
Feb 2019 – Feb 2022 |
17.89%
May 2020 – May 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart