Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CSGP (CoStar Group, Inc.) | 32.00% | 27.79% | 9.05% | -35.27% | -7.24% | 5.08% | 3.50% | 9.01% |
Data as of 08/08/2025, AR inception is 07/01/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CSGP (CoStar Group, Inc.) | 07/01/1998 | 08/08/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 (%) | -0.11 | 27.79 | 9.05 | -35.27 | -7.24 | 5.08 | 3.50 | 9.01 | 32.00 | -17.36 | 13.08 | -2.21 | -91.45 | 54.48 | 77.36 | 13.60 | 57.54 | -8.81 | 12.56 | -0.51 | 106.53 | 33.93 | 15.93 | 37.80 | 26.81 | -30.29 | -11.78 | 24.07 | -6.52 | 10.74 | 126.02 | -23.16 | 1.63 | -34.15 | 184.16 | 37.38 |
| Sharpe Ratio | NA | 0.77 | 0.19 | -0.34 | -0.11 | NA | NA | 0.12 | 1.66 | -0.82 | 0.33 | -0.08 | -0.39 | 1.21 | 2.85 | 0.47 | 3.07 | -0.29 | 0.49 | -0.02 | 3.91 | 1.37 | 0.43 | 1.54 | 0.73 | -0.55 | -0.42 | 0.56 | -0.31 | 0.28 | 3.04 | -0.44 | -0.01 | -0.46 | 2.22 | 1.11 |
| Standard Deviation(%) | NA | 32.04 | 29.92 | 109.83 | 80.61 | NA | NA | 62.49 | 33.75 | 29.38 | 27.29 | 43.92 | 235.77 | 44.45 | 26.68 | 26.36 | 18.65 | 31.33 | 25.81 | 33.07 | 27.21 | 24.87 | 36.83 | 24.53 | 36.68 | 56.22 | 34.93 | 37.59 | 28.23 | 34.58 | 41.20 | 55.72 | 76.53 | 82.63 | 81.32 | 76.58 |
| Draw Down(%) | NA | 15.47 | 29.10 | 94.33 | 94.33 | NA | NA | 94.33 | 11.96 | 28.54 | 23.12 | 32.60 | 91.99 | 29.29 | 14.30 | 28.28 | 7.29 | 27.96 | 24.68 | 35.70 | 8.79 | 15.08 | 35.89 | 18.04 | 32.56 | 52.38 | 27.85 | 37.08 | 27.03 | 19.39 | 18.28 | 38.13 | 50.67 | 62.11 | 66.67 | 49.43 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 08/08/2025, AR inception is 07/01/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CSGP (CoStar Group, Inc.) |
-55.33%
Oct 2020 - Oct 2023 |
-35.46%
May 2020 - May 2025 |
-9.91%
May 2015 - May 2025 |
0.78%
May 2007 - May 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CSGP (CoStar Group, Inc.) |
55.71%
Aug 1998 - Aug 2001 |
51.13%
Feb 2009 - Feb 2014 |
35.30%
Aug 2010 - Aug 2020 |
23.04%
Aug 1998 - Aug 2013 |
Annualized Rolling Returns Comparison Chart