Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CSGS (CSG Systems International, Inc.) | 5.67% | 25.73% | 20.39% | 14.81% | 8.87% | 12.05% | 7.62% | … | … |
Data as of 05/15/2026, Common starting date is 02/28/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CSGS (CSG Systems International, Inc.) | 02/28/1996 | 05/15/2026 |
| 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 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.39 | 25.73 | 20.39 | 14.81 | 8.87 | 12.05 | 7.62 | … | … | 5.67 | 52.96 | -1.48 | -4.92 | 1.14 | 30.52 | -11.00 | 66.03 | -25.95 | -7.68 | 36.89 | 46.72 | -12.72 | 64.62 | 23.59 | -22.33 | -0.79 | 9.27 | 18.68 | -44.93 | 19.76 | 19.36 | 49.72 | -8.50 | -66.25 | -13.82 | 17.71 | 0.95 | 97.50 | 160.16 | -33.15 |
| Sharpe Ratio | NA | 1.11 | 0.62 | 0.45 | 0.27 | NA | NA | … | … | 2.46 | 1.86 | -0.16 | -0.31 | -0.01 | 1.55 | -0.31 | 2.35 | -1.20 | -0.28 | 1.18 | 1.86 | -0.58 | 2.93 | 0.91 | -0.69 | -0.03 | 0.22 | 0.32 | -1.65 | 0.75 | 0.58 | 1.30 | -0.12 | -0.89 | -0.30 | 0.12 | -0.03 | 1.81 | 2.37 | -0.76 |
| Standard Deviation(%) | NA | 20.76 | 27.54 | 26.67 | 27.63 | NA | NA | … | … | 5.46 | 27.03 | 31.22 | 27.51 | 29.62 | 19.72 | 35.64 | 27.50 | 22.82 | 29.44 | 31.09 | 25.15 | 21.83 | 22.05 | 26.15 | 32.35 | 30.65 | 40.82 | 55.95 | 29.16 | 21.96 | 29.34 | 37.46 | 75.37 | 75.39 | 55.65 | 108.15 | 75.45 | 51.96 | 65.72 | 54.96 |
| Draw Down(%) | NA | 7.98 | 31.64 | 36.74 | 36.74 | NA | NA | … | … | 0.63 | 14.87 | 26.46 | 23.49 | 19.83 | 12.12 | 27.07 | 10.79 | 35.20 | 28.35 | 19.48 | 10.26 | 21.80 | 7.72 | 22.61 | 42.17 | 26.07 | 29.56 | 32.91 | 48.30 | 11.24 | 15.13 | 32.37 | 46.85 | 78.05 | 51.41 | 62.09 | 54.86 | 25.00 | 35.97 | 60.81 |
| Yield(%) | 0.00 | 1.99 | 2.47 | 2.56 | 2.37 | 4.16 | 2.46 | … | … | 0.44 | 2.53 | 2.26 | 1.92 | 1.80 | 2.23 | 1.80 | 2.78 | 1.90 | 1.63 | 2.12 | 2.86 | 2.14 | 2.42 | 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 05/15/2026, Common starting date is 02/28/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CSGS (CSG Systems International, Inc.) |
-43.79%
Mar 2000 – Mar 2003 |
-20.57%
Dec 1998 – Dec 2003 |
-11.61%
Aug 2001 – Aug 2011 |
-3.40%
Jun 2000 – Jun 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CSGS (CSG Systems International, Inc.) |
79.52%
Mar 1997 – Mar 2000 |
39.39%
Dec 1996 – Dec 2001 |
17.80%
Apr 2012 – Apr 2022 |
12.76%
Feb 2008 – Feb 2023 |
Annualized Rolling Returns Comparison Chart