Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
CSSEP (Chicken Soup for The Soul Entertainment Inc Pref Series A) NA -100.00% -100.00% -100.00% NA NA NA
Data as of 07/15/2024, Common starting date is 06/28/2018
More Performance Analytics Comparison
Name Start Date End Date
CSSEP (Chicken Soup for The Soul Entertainment Inc Pref Series A) 06/28/2018 07/15/2024
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2024 2023 2022 2021 2020 2019 2018
Annualized Return (%) NA -100.00 -100.00 -100.00 NA NA NA -100.00 -73.86 -9.88 19.51 5.79 15.35 3.95
Sharpe Ratio NA NA NA NA NA NA NA NA -1.03 -0.55 1.69 0.13 1.33 0.41
Standard Deviation(%) NA NA NA NA NA NA NA NA 76.34 20.64 11.54 41.29 10.48 15.86
Draw Down(%) NA 100.00 100.00 100.00 NA NA NA 100.00 78.85 20.15 5.38 38.94 5.89 5.70
Yield(%) NA 8.85 7.40 8.77 5.48 3.65 2.74 0.00 11.18 9.07 9.87 9.49 9.96 5.66
Data as of 07/15/2024, Common starting date is 06/28/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CSSEP (Chicken Soup for The Soul Entertainment Inc Pref Series A) -69.76%
Mar 2021 – Mar 2024
-48.72%
Mar 2019 – Mar 2024
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CSSEP (Chicken Soup for The Soul Entertainment Inc Pref Series A) 14.34%
Aug 2018 – Aug 2021
-2.67%
Jul 2018 – Jul 2023
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return