Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CSRLF (CSR Limited) | NA | 75.20% | 14.51% | 22.41% | 12.36% | NA | NA | … | … |
Data as of 07/12/2024, Common starting date is 04/06/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CSRLF (CSR Limited) | 04/06/2010 | 07/12/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 75.20 | 14.51 | 22.41 | 12.36 | NA | NA | … | … | 30.03 | 58.94 | -17.31 | 9.26 | 26.80 | 68.40 | -39.39 | 20.21 | 76.90 | -30.02 | 27.60 | 24.39 | 11.47 | 388.17 | 38.03 |
| Sharpe Ratio | NA | 2.41 | 0.41 | 0.68 | 0.38 | NA | NA | … | … | 2.45 | 2.15 | -0.53 | 0.42 | 0.69 | 1.95 | -1.32 | 1.03 | 2.43 | -0.93 | 0.86 | 0.84 | 0.25 | 2.68 | 1.82 |
| Standard Deviation(%) | NA | 29.67 | 29.01 | 30.33 | 30.11 | NA | NA | … | … | 24.77 | 25.67 | 35.35 | 22.26 | 38.24 | 34.37 | 30.84 | 19.07 | 31.59 | 32.23 | 31.97 | 29.00 | 45.62 | 144.87 | 29.69 |
| Draw Down(%) | NA | 3.91 | 36.47 | 36.47 | 45.93 | NA | NA | … | … | 3.91 | 3.18 | 28.32 | 15.40 | 25.08 | 7.87 | 45.93 | 8.82 | 14.19 | 37.70 | 18.47 | 18.36 | 37.04 | 40.12 | 12.50 |
| Yield(%) | 0.00 | 9.52 | 5.94 | 7.88 | 6.12 | 19.11 | 14.33 | … | … | 5.09 | 7.44 | 5.97 | 6.04 | 1.29 | 11.24 | 7.42 | 7.41 | 9.29 | 5.60 | 4.84 | 3.24 | 5.11 | 97.13 | 17.65 |
Data as of 07/12/2024, Common starting date is 04/06/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CSRLF (CSR Limited) |
-3.92%
Apr 2017 – Apr 2020 |
-2.95%
Apr 2011 – Apr 2016 |
8.94%
Apr 2011 – Apr 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CSRLF (CSR Limited) |
97.20%
May 2010 – May 2013 |
66.44%
May 2010 – May 2015 |
32.47%
Dec 2010 – Dec 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart