Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CSPI (CSP Inc.) | -25.11% | -31.89% | 15.59% | 12.38% | 11.41% | 13.94% | 7.71% | … | … |
Data as of 06/04/2026, Common starting date is 01/29/1982
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CSPI (CSP Inc.) | 01/29/1982 | 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 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.32 | -31.89 | 15.59 | 12.38 | 11.41 | 13.94 | 7.71 | … | … | -25.11 | -21.55 | 66.06 | 108.93 | 8.03 | 13.71 | -40.11 | 41.77 | -35.97 | 57.40 | 59.69 | 1.39 | -2.70 | 31.77 | 116.46 | -12.97 | 1.09 | 25.77 | -56.50 | -18.22 | 16.03 | -32.15 | 68.40 | 139.15 | -27.32 | 18.33 | -60.66 | 16.24 | -0.78 | -3.03 | -8.33 | 20.00 | -11.76 | -19.05 | 29.23 | 54.76 | -8.70 | -8.00 | 19.05 | -8.70 | -51.06 | 88.00 | -47.92 | -26.15 | 94.03 |
| Sharpe Ratio | NA | -0.65 | 0.20 | 0.19 | 0.18 | NA | NA | … | … | -0.92 | -0.39 | 0.68 | 1.51 | 0.13 | 0.27 | -0.55 | 1.17 | -0.70 | 1.45 | 1.52 | 0.04 | -0.08 | 0.64 | 2.56 | -0.39 | 0.03 | 0.42 | -1.06 | -0.54 | 0.33 | -0.47 | 0.85 | 2.56 | -0.54 | 0.39 | -0.69 | 0.13 | -0.07 | -0.10 | -0.19 | 0.34 | -0.32 | -0.37 | 0.40 | 0.85 | -0.20 | -0.27 | 0.28 | -0.23 | -0.89 | 1.83 | -0.99 | -0.63 | 2.40 |
| Standard Deviation(%) | NA | 56.24 | 76.24 | 65.91 | 59.28 | NA | NA | … | … | 49.03 | 62.81 | 91.89 | 70.40 | 49.35 | 50.36 | 73.10 | 34.56 | 53.29 | 39.39 | 39.05 | 37.69 | 33.87 | 49.75 | 45.95 | 33.73 | 40.05 | 60.79 | 54.30 | 39.57 | 37.89 | 72.86 | 79.43 | 54.11 | 52.26 | 41.09 | 93.40 | 99.60 | 64.15 | 69.14 | 61.08 | 47.01 | 46.55 | 57.80 | 65.87 | 59.25 | 70.56 | 52.59 | 50.44 | 56.13 | 61.85 | 44.98 | 55.23 | 51.25 | 40.48 |
| Draw Down(%) | NA | 47.41 | 71.08 | 71.08 | 71.08 | NA | NA | … | … | 36.26 | 51.11 | 59.59 | 39.71 | 27.31 | 37.62 | 66.14 | 20.36 | 49.18 | 20.72 | 21.18 | 28.38 | 21.45 | 25.79 | 16.14 | 33.47 | 28.29 | 28.90 | 65.70 | 40.55 | 20.85 | 43.92 | 23.83 | 18.35 | 42.27 | 21.18 | 81.25 | 41.87 | 39.69 | 25.76 | 30.49 | 20.00 | 32.14 | 24.44 | 30.00 | 18.52 | 32.20 | 14.81 | 22.41 | 36.21 | 64.60 | 27.85 | 53.77 | 48.39 | 21.95 |
| Yield(%) | 0.00 | 0.87 | 1.08 | 0.98 | 3.16 | 6.68 | 3.13 | … | … | 0.50 | 0.72 | 0.68 | 1.59 | 0.67 | 0.00 | 1.12 | 7.51 | 2.47 | 5.32 | 4.87 | 5.83 | 6.90 | 4.58 | 12.80 | 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 01/29/1982
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CSPI (CSP Inc.) |
-42.35%
Feb 2000 – Feb 2003 |
-25.28%
Jan 1983 – Jan 1988 |
-12.95%
Feb 2000 – Feb 2010 |
-7.53%
Dec 1985 – Dec 2000 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CSPI (CSP Inc.) |
80.85%
Feb 2021 – Feb 2024 |
38.68%
Feb 2019 – Feb 2024 |
23.64%
Feb 2014 – Feb 2024 |
24.99%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart