Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CSGP (CoStar Group, Inc.) | -49.94% | -56.32% | -25.68% | -16.73% | 4.86% | 12.35% | 8.98% | … | … |
Data as of 06/04/2026, Common starting date is 07/01/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CSGP (CoStar Group, Inc.) | 07/01/1998 | 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 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.21 | -56.32 | -25.68 | -16.73 | 4.86 | 12.35 | 8.98 | … | … | -49.94 | -6.40 | -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 | -1.50 | -0.86 | -0.58 | 0.09 | NA | NA | … | … | -1.70 | -0.29 | -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 | 39.40 | 33.73 | 34.78 | 32.61 | NA | NA | … | … | 50.60 | 32.69 | 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 | 67.11 | 67.41 | 68.07 | 68.07 | NA | NA | … | … | 52.63 | 34.30 | 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 06/04/2026, Common starting date 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.) |
-25.98%
May 2023 – May 2026 |
-17.72%
May 2021 – May 2026 |
-0.87%
Jun 1999 – Jun 2009 |
8.99%
Jun 1999 – Jun 2014 |
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 |
26.53%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart