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
CSX (CSX Corporation) 28.74% 47.29% 14.64% 8.37% 19.71% 14.10% 15.46% … …
Data as of 06/04/2026, Common starting date is 11/03/1980
More Performance Analytics Comparison
Name Start Date End Date
CSX (CSX Corporation) 11/03/1980 06/04/2026
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 1995 1994 1993 1992 1991 1990 1989 1988 1987 1986 1985 1984 1983 1982 1981 1980
Annualized Return (%) 1.54 47.29 14.64 8.37 19.71 14.10 15.46 … … 28.74 14.13 -5.65 13.51 -16.58 25.68 27.11 18.04 14.47 55.43 42.08 -26.75 28.51 49.33 -3.92 -0.28 35.77 53.25 -25.07 29.41 37.05 27.91 12.91 28.62 -18.25 38.21 -13.02 -24.40 -23.15 27.81 -7.40 31.06 -14.96 19.09 18.79 82.28 -11.50 12.99 9.01 0.00 -3.72 26.04 -3.03 45.23 -11.85 21.47 13.02
Sharpe Ratio NA 1.98 0.55 0.22 0.65 NA NA … … 2.95 0.48 -0.43 0.48 -0.64 1.17 0.58 0.74 0.49 1.72 1.62 -0.97 1.35 2.56 -0.16 -0.01 1.20 1.02 -0.47 0.78 1.19 1.22 0.55 1.08 -0.51 0.85 -0.41 -0.70 -0.98 0.87 -0.44 1.26 -0.85 0.77 0.60 3.07 -0.60 0.31 0.14 -0.11 -0.29 0.83 -0.30 1.35 -0.64 0.41 4.05
Standard Deviation(%) NA 22.25 22.09 23.44 27.66 NA NA … … 24.52 23.48 21.35 20.72 28.40 21.99 46.10 22.48 26.75 32.03 25.80 27.49 21.15 19.24 25.25 33.88 29.64 51.93 54.76 33.80 28.45 21.06 21.49 25.85 38.25 42.90 42.08 39.95 27.24 27.68 24.85 21.49 21.33 21.79 26.95 25.38 28.33 22.73 29.75 39.93 28.08 24.88 33.38 28.65 30.52 26.61 26.92
Draw Down(%) NA 11.89 29.44 29.44 40.55 NA NA … … 11.58 20.41 16.85 14.55 29.43 13.12 40.55 19.75 21.70 12.77 15.34 32.87 10.98 12.84 18.27 31.54 19.19 42.54 55.38 25.38 20.89 11.77 18.93 15.41 37.43 33.92 38.26 45.73 37.95 17.21 19.91 11.04 29.43 16.14 18.45 14.13 30.23 16.34 23.35 44.24 28.04 17.54 29.67 10.55 38.05 23.39 8.17
Yield(%) 0.31 1.69 1.56 0.46 2.60 2.66 5.09 … … 0.77 1.62 1.39 1.42 1.08 0.85 1.42 1.55 1.56 2.17 2.79 1.95 2.23 2.93 2.45 2.04 2.01 2.54 1.77 1.55 1.32 1.08 1.12 1.36 1.13 3.12 3.88 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 06/04/2026, Common starting date is 11/03/1980
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CSX (CSX Corporation) -27.08%
Sep 1997 – Sep 2000 		-13.32%
Sep 1997 – Sep 2002 		-2.72%
Jan 1994 – Jan 2004 		1.90%
Feb 1994 – Feb 2009
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CSX (CSX Corporation) 50.90%
May 2005 – May 2008 		35.53%
Jul 2003 – Jul 2008 		26.92%
Feb 2009 – Feb 2019 		22.25%
Apr 2004 – Apr 2019
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return