Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CSM (ProShares Large Cap Core Plus) | 6.55% | 14.25% | 17.68% | 15.90% | 12.40% | 14.41% | NA | 15.72% |
Data as of 06/30/2025, AR inception is 07/14/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CSM (ProShares Large Cap Core Plus) | 07/14/2009 | 06/30/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.70 | 14.25 | 17.68 | 15.90 | 12.40 | 14.41 | NA | 15.72 | 6.55 | 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 | 0.51 | 0.72 | 0.82 | 0.57 | NA | NA | 0.78 | 0.37 | 1.20 | 1.42 | -0.82 | 2.52 | 0.30 | 2.20 | -0.53 | 3.15 | 0.99 | -0.01 | 1.63 | 3.34 | 1.32 | 0.07 | 0.81 | 3.89 |
| Standard Deviation(%) | NA | 20.49 | 17.75 | 17.66 | 18.87 | NA | NA | 17.77 | 25.40 | 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 | 18.52 | 18.52 | 23.82 | 36.11 | NA | NA | 36.11 | 18.52 | 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 | 0.62 | 1.26 | 0.94 | 1.58 | 3.37 | 3.05 | 4.06 | 0.00 | 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 06/30/2025, AR inception 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 |
12.58%
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 |
14.02%
Aug 2009 - Aug 2024 |
Annualized Rolling Returns Comparison Chart