Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CSM (ProShares Large Cap Core Plus) | 9.09% | 29.06% | 22.30% | 13.48% | 14.35% | 14.23% | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/14/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CSM (ProShares Large Cap Core Plus) | 07/14/2009 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.12 | 29.06 | 22.30 | 13.48 | 14.35 | 14.23 | NA | … | … | 9.09 | 21.83 | 22.10 | 23.51 | -18.27 | 33.12 | 10.95 | 28.89 | -7.91 | 22.51 | 13.70 | -0.13 | 18.19 | 37.16 | 17.35 | 1.56 | 14.63 | 25.90 |
| Sharpe Ratio | NA | 2.35 | 1.32 | 0.65 | 0.70 | NA | NA | … | … | 1.70 | 0.99 | 1.43 | 1.46 | -0.82 | 2.52 | 0.30 | 2.19 | -0.54 | 3.15 | 0.99 | -0.01 | 1.63 | 3.34 | 1.32 | 0.07 | 0.81 | 3.89 |
| Standard Deviation(%) | NA | 11.92 | 15.20 | 17.09 | 18.43 | NA | NA | … | … | 13.28 | 19.31 | 12.94 | 13.68 | 24.07 | 13.13 | 35.52 | 12.51 | 17.40 | 6.98 | 13.60 | 16.28 | 11.17 | 11.11 | 13.20 | 23.08 | 17.97 | 16.14 |
| Draw Down(%) | NA | 9.39 | 18.31 | 23.82 | 36.11 | NA | NA | … | … | 9.39 | 18.31 | 8.83 | 11.19 | 23.78 | 5.25 | 36.11 | 6.91 | 21.13 | 2.26 | 10.49 | 13.01 | 6.95 | 5.61 | 10.04 | 19.59 | 15.34 | 5.29 |
| Yield(%) | 0.00 | 1.28 | 1.52 | 0.75 | 1.59 | 2.83 | 3.30 | … | … | 0.27 | 1.25 | 1.29 | 1.44 | 0.55 | 1.04 | 1.32 | 1.47 | 1.39 | 1.54 | 1.70 | 2.01 | 3.21 | 3.19 | 1.38 | 1.99 | 0.76 | 1.09 |
Data as of 06/04/2026, Common starting date is 07/14/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CSM (ProShares Large Cap Core Plus) |
1.87%
Mar 2017 – Mar 2020 |
4.87%
Mar 2015 – Mar 2020 |
10.23%
Mar 2010 – Mar 2020 |
12.60%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CSM (ProShares Large Cap Core Plus) |
25.76%
Sep 2011 – Sep 2014 |
18.95%
Aug 2009 – Aug 2014 |
16.59%
Dec 2011 – Dec 2021 |
14.77%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart