Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CTS (CTS Corporation) | 54.73% | 59.72% | 14.44% | 11.84% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/03/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CTS (CTS Corporation) | 09/03/2020 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.30 | 59.72 | 14.44 | 11.84 | NA | NA | NA | … | … | 54.73 | -18.39 | 20.95 | 11.38 | 7.80 | 7.40 | 65.72 |
| Sharpe Ratio | NA | 1.68 | 0.27 | 0.26 | NA | NA | NA | … | … | 4.68 | -0.63 | 0.52 | 0.26 | 0.17 | 0.22 | 10.02 |
| Standard Deviation(%) | NA | 32.89 | 32.79 | 33.53 | NA | NA | NA | … | … | 35.61 | 33.73 | 33.43 | 29.68 | 38.18 | 33.50 | 37.15 |
| Draw Down(%) | NA | 20.31 | 40.62 | 40.62 | NA | NA | NA | … | … | 20.31 | 33.91 | 18.66 | 27.42 | 20.57 | 22.61 | 7.37 |
| Yield(%) | 0.00 | 0.38 | 0.36 | 0.41 | 0.44 | 0.30 | 0.22 | … | … | 0.09 | 0.31 | 0.37 | 0.40 | 0.43 | 0.48 | 0.38 |
Data as of 06/04/2026, Common starting date is 09/03/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CTS (CTS Corporation) |
-1.03%
Sep 2022 – Sep 2025 |
4.94%
Dec 2020 – Dec 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CTS (CTS Corporation) |
16.82%
Nov 2021 – Nov 2024 |
12.34%
Apr 2021 – Apr 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart