Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CSCAX (CSC Small Cap Value Fd Inst C) | NA | -7.69% | -4.25% | 0.01% | 1.22% | 5.65% | 3.57% | … | … |
Data as of 03/04/2025, Common starting date is 10/30/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CSCAX (CSC Small Cap Value Fd Inst C) | 10/30/2001 | 03/04/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -7.69 | -4.25 | 0.01 | 1.22 | 5.65 | 3.57 | … | … | -1.04 | -4.54 | 18.46 | -22.64 | 11.88 | -8.62 | 23.35 | -12.31 | 5.78 | 16.25 | -3.64 | 0.52 | 35.64 | 27.09 | 3.85 | 19.38 | 59.37 | -46.38 | -11.99 | 13.74 | -1.37 | 19.68 | 48.26 | -10.60 | 8.90 |
| Sharpe Ratio | NA | -0.51 | -0.33 | -0.07 | 0.00 | NA | NA | … | … | -1.46 | -0.35 | 0.73 | -1.06 | 0.57 | -0.19 | 1.44 | -0.82 | 0.47 | 0.93 | -0.23 | 0.04 | 2.83 | 1.65 | 0.14 | 0.99 | 1.66 | -0.94 | -0.97 | 0.90 | -0.36 | 1.70 | 3.27 | -0.58 | 4.50 |
| Standard Deviation(%) | NA | 22.10 | 22.09 | 28.42 | 22.90 | NA | NA | … | … | 6.31 | 23.64 | 20.40 | 22.89 | 20.70 | 46.63 | 15.18 | 16.76 | 10.88 | 17.32 | 15.68 | 13.23 | 12.59 | 16.57 | 27.97 | 19.54 | 35.70 | 50.03 | 15.73 | 11.53 | 10.05 | 11.02 | 14.53 | 20.34 | 14.56 |
| Draw Down(%) | NA | 16.45 | 27.75 | 40.99 | 49.07 | NA | NA | … | … | 2.36 | 16.45 | 15.15 | 26.03 | 20.14 | 49.07 | 13.00 | 20.36 | 6.60 | 11.95 | 15.21 | 9.36 | 5.22 | 10.98 | 24.60 | 16.75 | 28.98 | 63.59 | 20.80 | 11.40 | 9.60 | 6.25 | 15.19 | 31.97 | 3.25 |
| Yield(%) | 0.00 | 0.71 | 2.42 | 2.14 | 2.38 | 4.90 | 3.60 | … | … | 0.00 | 0.73 | 8.46 | 0.00 | 1.39 | 1.12 | 0.89 | 2.81 | 2.94 | 1.55 | 4.89 | 10.54 | 9.32 | 0.00 | 0.00 | 0.59 | 0.00 | 1.31 | 16.09 | 1.68 | 1.56 | 5.45 | 0.47 | 0.00 | 0.00 |
Data as of 03/04/2025, Common starting date is 10/30/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CSCAX (CSC Small Cap Value Fd Inst C) |
-23.47%
Feb 2006 – Feb 2009 |
-11.72%
Feb 2004 – Feb 2009 |
0.70%
Jun 2014 – Jun 2024 |
2.39%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CSCAX (CSC Small Cap Value Fd Inst C) |
36.74%
Feb 2009 – Feb 2012 |
31.38%
Feb 2009 – Feb 2014 |
16.66%
Feb 2009 – Feb 2019 |
11.08%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart