Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CSBB (CSB Bancorp Inc) | 22.20% | 53.46% | 21.93% | 14.85% | 13.74% | 14.04% | 9.90% | … | … |
Data as of 06/03/2026, Common starting date is 12/31/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CSBB (CSB Bancorp Inc) | 12/31/1998 | 06/03/2026 |
| 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 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.06 | 53.46 | 21.93 | 14.85 | 13.74 | 14.04 | 9.90 | … | … | 22.20 | 47.61 | 4.13 | 1.57 | 5.46 | 11.32 | -11.56 | 9.36 | 19.23 | 9.75 | 30.44 | 14.94 | 20.06 | 17.16 | 5.62 | 12.82 | 6.99 | 6.71 | -11.49 | -2.59 | -6.51 | 8.52 | 20.17 | 5.92 | 5.25 | 1.67 | -56.35 | -30.00 | 0.00 |
| Sharpe Ratio | NA | 2.72 | 0.72 | 0.43 | 0.39 | NA | NA | … | … | 2.93 | 1.87 | 0.02 | -0.05 | 0.17 | 0.44 | -0.23 | 0.44 | 0.72 | 0.34 | 0.96 | 1.12 | 1.42 | 0.80 | 0.15 | 0.59 | 0.29 | 0.18 | -0.41 | -0.26 | -0.61 | 0.34 | 1.18 | 0.28 | 0.15 | -0.02 | -1.04 | -0.70 | NA |
| Standard Deviation(%) | NA | 21.41 | 30.29 | 28.55 | 31.00 | NA | NA | … | … | 20.87 | 24.40 | 31.32 | 38.47 | 23.71 | 25.69 | 51.52 | 17.96 | 24.74 | 26.78 | 31.61 | 13.36 | 14.15 | 21.50 | 36.35 | 21.81 | 23.97 | 36.79 | 30.41 | 22.50 | 16.22 | 18.16 | 16.32 | 18.86 | 27.60 | 34.76 | 58.09 | 47.96 | 0.00 |
| Draw Down(%) | NA | 7.95 | 12.82 | 16.84 | 35.02 | NA | NA | … | … | 4.35 | 9.13 | 12.82 | 15.68 | 10.89 | 6.21 | 31.41 | 7.93 | 13.36 | 18.00 | 12.86 | 6.08 | 6.83 | 10.34 | 16.17 | 9.32 | 10.12 | 18.33 | 20.43 | 16.38 | 13.23 | 10.05 | 5.95 | 16.22 | 19.75 | 31.05 | 56.97 | 39.50 | 0.00 |
| Yield(%) | 0.00 | 2.88 | 3.06 | 3.22 | 4.55 | 6.64 | 4.55 | … | … | 0.80 | 3.30 | 2.08 | 3.89 | 3.44 | 3.21 | 2.76 | 2.81 | 2.97 | 2.71 | 3.18 | 3.45 | 3.89 | 5.29 | 4.30 | 4.62 | 4.65 | 4.97 | 4.30 | 4.00 | 3.05 | 3.45 | 2.29 | 0.00 | 0.00 | 0.00 | 1.29 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 12/31/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CSBB (CSB Bancorp Inc) |
-27.13%
Feb 1999 – Feb 2002 |
-18.64%
Feb 1999 – Feb 2004 |
-11.07%
Feb 1999 – Feb 2009 |
-3.55%
Jan 1999 – Jan 2014 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CSBB (CSB Bancorp Inc) |
24.55%
May 2023 – May 2026 |
22.43%
Jul 2013 – Jul 2018 |
16.01%
Feb 2009 – Feb 2019 |
13.72%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart