Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CSV (Carriage Services, Inc.) | -11.34% | -14.53% | 14.12% | 1.07% | 6.10% | 14.68% | 11.53% | … | … |
Data as of 06/03/2026, Common starting date is 08/09/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CSV (Carriage Services, Inc.) | 08/09/1996 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -13.77 | -14.53 | 14.12 | 1.07 | 6.10 | 14.68 | 11.53 | … | … | -11.34 | 7.27 | 61.83 | -7.74 | -56.71 | 107.89 | 24.24 | 67.51 | -38.90 | -9.44 | 19.60 | 15.53 | 7.86 | 65.49 | 114.66 | 17.00 | 23.41 | 95.52 | -77.16 | 72.89 | 1.80 | 1.21 | 33.51 | -7.04 | -24.48 | 237.28 | -73.68 | -79.12 | 49.67 | -15.08 | 35.61 |
| Sharpe Ratio | NA | -0.28 | 0.43 | 0.01 | 0.15 | NA | NA | … | … | -0.29 | 0.19 | 1.88 | -0.28 | -1.10 | 3.65 | 0.40 | 1.85 | -1.23 | -0.49 | 0.96 | 0.63 | 0.27 | 1.60 | 4.03 | 0.53 | 0.80 | 1.17 | -1.02 | 1.78 | -0.07 | -0.04 | 1.13 | -0.23 | -0.58 | 3.39 | -0.90 | -1.40 | 1.34 | -0.40 | 2.77 |
| Standard Deviation(%) | NA | 24.38 | 31.84 | 37.17 | 37.03 | NA | NA | … | … | 26.22 | 23.36 | 31.02 | 41.22 | 53.22 | 29.51 | 59.14 | 35.71 | 32.91 | 20.62 | 20.18 | 24.55 | 28.71 | 40.91 | 28.74 | 32.05 | 29.04 | 81.60 | 76.13 | 39.49 | 23.42 | 25.69 | 28.77 | 33.82 | 44.21 | 71.26 | 86.90 | 59.05 | 34.38 | 46.23 | 40.97 |
| Draw Down(%) | NA | 20.07 | 40.57 | 68.54 | 68.54 | NA | NA | … | … | 20.07 | 15.44 | 13.76 | 42.46 | 63.39 | 11.57 | 46.22 | 19.68 | 48.73 | 18.80 | 16.66 | 18.66 | 28.66 | 23.14 | 11.31 | 20.64 | 14.93 | 45.56 | 80.50 | 20.11 | 20.62 | 28.36 | 16.82 | 32.59 | 46.63 | 47.06 | 80.00 | 83.84 | 27.15 | 35.92 | 19.35 |
| Yield(%) | 0.00 | 1.02 | 1.72 | 1.19 | 1.58 | 4.96 | 4.23 | … | … | 0.54 | 1.15 | 1.79 | 1.58 | 0.73 | 1.33 | 1.34 | 1.92 | 1.16 | 0.79 | 0.64 | 0.50 | 0.49 | 0.74 | 1.81 | 1.55 | 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 06/03/2026, Common starting date is 08/09/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CSV (Carriage Services, Inc.) |
-57.47%
Nov 1997 – Nov 2000 |
-33.54%
Nov 1998 – Nov 2003 |
-23.28%
Dec 1998 – Dec 2008 |
-8.96%
Jan 1997 – Jan 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CSV (Carriage Services, Inc.) |
71.24%
Mar 2009 – Mar 2012 |
65.24%
Mar 2009 – Mar 2014 |
29.77%
Mar 2009 – Mar 2019 |
22.26%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart