Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CSS (CSS Industries Inc) | NA | 35.06% | -27.11% | -20.07% | -6.32% | -8.16% | -1.48% | … | … |
Data as of 03/04/2020, Common starting date is 09/30/1985
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CSS (CSS Industries Inc) | 09/30/1985 | 03/04/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.21 | 35.06 | -27.11 | -20.07 | -6.32 | -8.16 | -1.48 | … | … | 113.15 | -50.84 | -67.77 | 2.81 | -4.62 | 2.68 | -3.63 | 31.02 | 9.89 | -3.35 | 6.02 | 9.58 | -51.66 | 3.76 | 15.10 | -3.24 | 2.42 | 40.53 | 7.09 | 45.46 | -0.58 | -29.48 | -4.90 | 22.60 | 18.18 | 27.54 | -16.36 | 36.36 | 15.24 | 28.05 | -8.38 | 67.29 | 24.42 | 8.86 | 12.86 | -2.78 |
| Sharpe Ratio | NA | 0.14 | -0.78 | -0.86 | -0.61 | NA | NA | … | … | 48.32 | -1.16 | -2.55 | -0.71 | -1.50 | -0.49 | -0.65 | 0.35 | -0.31 | -0.44 | -0.30 | -0.11 | -1.25 | -0.38 | -0.19 | -1.12 | -0.83 | 0.78 | -0.53 | 0.87 | -4.60 | -0.19 | 1.31 | -1.03 | 1.33 | -1.55 | -0.62 | 2.24 | 0.63 | 1.11 | -0.37 | 2.18 | 1.00 | 0.21 | 0.33 | -0.34 |
| Standard Deviation(%) | NA | 88.27 | 60.09 | 50.13 | 44.47 | NA | NA | … | … | 172.54 | 64.05 | 35.04 | 23.14 | 25.69 | 32.38 | 34.02 | 35.61 | 27.94 | 49.82 | 41.85 | 80.35 | 56.90 | 47.83 | 38.23 | 21.65 | 20.79 | 27.07 | 24.12 | 28.49 | 15.04 | 23.30 | 21.68 | 23.33 | 15.10 | 22.22 | 23.55 | 16.15 | 24.08 | 25.20 | 22.46 | 30.91 | 24.31 | 42.41 | 38.35 | 30.88 |
| Draw Down(%) | NA | 49.29 | 88.18 | 88.56 | 89.09 | NA | NA | … | … | 8.84 | 68.24 | 68.44 | 18.22 | 15.92 | 19.69 | 19.63 | 29.54 | 18.54 | 29.38 | 31.36 | 45.41 | 60.29 | 27.00 | 22.50 | 18.57 | 21.48 | 16.79 | 23.65 | 20.30 | 13.87 | 34.27 | 24.11 | 20.39 | 17.07 | 15.38 | 25.60 | 6.27 | 24.34 | 27.73 | 34.64 | 21.94 | 13.73 | 40.18 | 34.02 | 16.44 |
| 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 | 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 03/04/2020, Common starting date is 09/30/1985
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CSS (CSS Industries Inc) |
-46.68%
Aug 2016 – Aug 2019 |
-31.36%
Nov 2014 – Nov 2019 |
-15.53%
Aug 2009 – Aug 2019 |
-12.82%
Aug 2004 – Aug 2019 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CSS (CSS Industries Inc) |
40.91%
Jul 1988 – Jul 1991 |
29.64%
Jul 1986 – Jul 1991 |
23.25%
Oct 1987 – Oct 1997 |
15.36%
Oct 1987 – Oct 2002 |
Annualized Rolling Returns Comparison Chart