Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CSIPX (FA Strategic Income 529 Port A) | 4.36% | 7.58% | 6.42% | 3.53% | NA | NA | NA | 3.97% |
Data as of 07/03/2025, AR inception is 09/14/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CSIPX (FA Strategic Income 529 Port A) | 09/14/2016 | 07/03/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.39 | 7.58 | 6.42 | 3.53 | NA | NA | NA | 3.97 | 4.36 | 5.68 | 9.18 | -11.21 | 3.46 | 7.18 | 10.68 | -3.07 | 7.77 | -0.27 |
| Sharpe Ratio | NA | 1.22 | 0.67 | 0.34 | NA | NA | NA | 0.44 | 1.48 | -0.24 | 1.01 | -1.91 | 1.41 | 0.82 | 3.88 | -1.79 | 3.39 | -0.37 |
| Standard Deviation(%) | NA | 3.56 | 4.84 | 4.51 | NA | NA | NA | 4.61 | 3.94 | 3.72 | 4.93 | 6.62 | 2.44 | 8.43 | 2.39 | 2.45 | 2.11 | 3.10 |
| Draw Down(%) | NA | 2.81 | 7.63 | 15.36 | NA | NA | NA | 15.78 | 2.81 | 2.05 | 4.04 | 14.95 | 1.57 | 15.78 | 0.71 | 4.52 | 1.31 | 2.73 |
| 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 |
Data as of 07/03/2025, AR inception is 09/14/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CSIPX (FA Strategic Income 529 Port A) |
-1.08%
Sep 2019 - Sep 2022 |
0.61%
Sep 2017 - Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CSIPX (FA Strategic Income 529 Port A) |
7.07%
Dec 2018 - Dec 2021 |
5.17%
Nov 2016 - Nov 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart