Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CSUWF (EnerCare Inc) | NA | 33.72% | 27.37% | 19.08% | NA | NA | NA | … | … |
Data as of 10/17/2018, Common starting date is 06/18/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CSUWF (EnerCare Inc) | 06/18/2012 | 10/17/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.58 | 33.72 | 27.37 | 19.08 | NA | NA | NA | … | … | 39.66 | 21.47 | 15.21 | -7.58 | 32.62 | 14.16 | -7.35 | 32.17 | 68.80 | -46.66 | -49.10 | 29.67 | -16.83 |
| Sharpe Ratio | NA | 0.27 | 0.09 | -0.09 | -0.15 | NA | NA | … | … | 0.61 | 0.10 | -0.93 | -0.66 | 0.64 | -0.26 | -1.31 | 0.47 | 1.43 | -1.62 | -1.47 | 0.29 | -1.32 |
| Standard Deviation(%) | NA | 48.04 | 32.82 | 32.36 | 30.96 | NA | NA | … | … | 52.54 | 22.73 | 20.25 | 39.85 | 21.96 | 16.76 | 23.48 | 28.94 | 35.09 | 40.26 | 46.44 | 26.72 | 55.54 |
| Draw Down(%) | NA | 24.04 | 26.31 | 28.33 | 61.96 | NA | NA | … | … | 21.36 | 16.12 | 11.10 | 21.94 | 14.37 | 11.28 | 11.44 | 22.61 | 23.29 | 61.96 | 60.93 | 18.36 | 27.44 |
| Yield(%) | 0.37 | 5.87 | 8.40 | 9.03 | 5.36 | 3.57 | 2.68 | … | … | 5.13 | 7.24 | 7.19 | 5.56 | 7.70 | 8.94 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 10/17/2018, Common starting date is 06/18/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CSUWF (EnerCare Inc) |
3.21%
Apr 2015 – Apr 2018 |
7.64%
Apr 2013 – Apr 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CSUWF (EnerCare Inc) |
29.38%
Sep 2015 – Sep 2018 |
20.15%
Aug 2013 – Aug 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart