Performance analysis of CSM (PROSHARES LARGE CAP CORE PLUS)
Annual Return
Over the past 3 years, CSM has had an average annual return of +19.58%, underperforming the benchmark SPY, which returned +19.63% annual.
Over the past 5 years, CSM has had an average annual return of +12.71%, underperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, CSM has had an average annual return of +13.91%, underperforming the benchmark SPY, which returned +15.04% annual.
Since Jul 14, 2009, CSM has had an average annual return of +14.83%, underperforming the benchmark SPY, which returned +15.23% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +8.78% | +21.84% | +22.09% | +23.52% | -18.26% | +33.13% | +10.94% | +29.26% | -7.91% | +22.52% | +13.71% | -0.51% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | ||||||
| +16.48% | +35.34% | +16.67% | +0.55% | +14.15% | +25.40% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.31% | -1.28% | -4.92% | +10.31% | +5.47% | -1.84% | +1.15% | +8.78% | |||||
| 2025 | +3.25% | -1.56% | -4.97% | -0.61% | +6.41% | +4.86% | +1.96% | +3.17% | +3.56% | +2.55% | +0.61% | +1.19% | +21.84% |
| 2024 | +1.52% | +5.54% | +3.76% | -5.02% | +3.65% | +4.03% | +1.24% | +1.78% | +2.54% | -0.98% | +5.86% | -3.17% | +22.09% |
| 2023 | +7.95% | -2.15% | +0.81% | +0.24% | +0.10% | +6.99% | +3.64% | -2.48% | -5.07% | -2.09% | +8.89% | +5.66% | +23.52% |
| 2022 | -4.15% | -2.18% | +3.36% | -7.99% | +0.86% | -10.42% | +8.53% | -3.10% | -9.65% | +9.09% | +4.94% | -6.73% | -18.26% |
| 2021 | +0.85% | +1.83% | +5.59% | +5.39% | +0.87% | +2.53% | +1.94% | +3.61% | -4.32% | +6.38% | -0.55% | +5.36% | +33.13% |
| 2020 | -0.57% | -9.79% | -14.06% | +12.87% | +5.16% | +1.35% | +4.86% | +6.79% | -3.74% | -3.97% | +11.15% | +3.99% | +10.94% |
| 2019 | +9.24% | +2.79% | +0.77% | +4.30% | -6.77% | +6.39% | +1.53% | -3.05% | +2.66% | +1.45% | +5.05% | +2.53% | +29.26% |
| 2018 | +4.82% | -3.26% | -1.49% | -0.13% | +1.82% | +0.14% | +3.01% | +3.72% | +0.45% | -7.07% | +0.33% | -9.53% | -7.91% |
| 2017 | +1.50% | +3.98% | +0.46% | +1.10% | +0.97% | +1.19% | +1.99% | +0.07% | +2.33% | +1.98% | +3.40% | +1.58% | +22.52% |
Drawdown analysis of CSM (PROSHARES LARGE CAP CORE PLUS)
The maximum drawdown for the CSM was -36.11%, occurring on Mar 23, 2020. Recovery took 113 trading sessions.
The current CSM drawdown is -1.03%.
Since Jul 14, 2009 CSM has experienced the following drawdowns:
- 30% or more: 1 time
- 20% or more: 3 times
- 10% or more: 8 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -36.11% | Feb 19, 2020 | 23 | Mar 23, 2020 | 113 | Sep 1, 2020 | 136 |
| -23.81% | Dec 29, 2021 | 190 | Sep 30, 2022 | 306 | Dec 19, 2023 | 496 |
| -21.13% | Sep 21, 2018 | 64 | Dec 24, 2018 | 131 | Jul 3, 2019 | 195 |
| -19.99% | Apr 29, 2011 | 108 | Oct 3, 2011 | 101 | Feb 28, 2012 | 209 |
| -18.30% | Feb 19, 2025 | 34 | Apr 8, 2025 | 52 | Jun 24, 2025 | 86 |
| -15.53% | Apr 15, 2010 | 54 | Jul 2, 2010 | 87 | Nov 4, 2010 | 141 |
| -13.68% | May 21, 2015 | 183 | Feb 11, 2016 | 45 | Apr 18, 2016 | 228 |
| -10.05% | Apr 2, 2012 | 43 | Jun 4, 2012 | 45 | Aug 7, 2012 | 88 |
| -9.78% | Sep 2, 2020 | 41 | Oct 30, 2020 | 17 | Nov 24, 2020 | 58 |
| -9.70% | Jan 26, 2018 | 9 | Feb 8, 2018 | 133 | Aug 20, 2018 | 142 |
| -9.40% | Jan 6, 2026 | 57 | Mar 30, 2026 | 11 | Apr 15, 2026 | 68 |
| -8.83% | Jul 16, 2024 | 14 | Aug 5, 2024 | 32 | Sep 19, 2024 | 46 |
| -7.61% | Oct 17, 2012 | 19 | Nov 15, 2012 | 33 | Jan 4, 2013 | 52 |
| -7.42% | Jan 14, 2010 | 16 | Feb 8, 2010 | 18 | Mar 5, 2010 | 34 |
| -7.28% | Sep 18, 2014 | 19 | Oct 15, 2014 | 12 | Oct 31, 2014 | 31 |
| -6.32% | Jul 12, 2019 | 30 | Aug 23, 2019 | 46 | Oct 29, 2019 | 76 |
| -6.15% | Feb 18, 2011 | 17 | Mar 16, 2011 | 12 | Apr 1, 2011 | 29 |
| -5.91% | Mar 28, 2024 | 15 | Apr 19, 2024 | 35 | Jun 10, 2024 | 50 |
| -5.78% | Jan 15, 2014 | 12 | Feb 3, 2014 | 14 | Feb 24, 2014 | 26 |
| -5.61% | May 21, 2013 | 23 | Jun 24, 2013 | 12 | Jul 11, 2013 | 35 |
| -5.49% | Jun 8, 2016 | 13 | Jun 27, 2016 | 8 | Jul 8, 2016 | 21 |
| -5.43% | Dec 29, 2014 | 12 | Jan 15, 2015 | 20 | Feb 13, 2015 | 32 |
| -5.29% | Oct 19, 2009 | 9 | Oct 30, 2009 | 6 | Nov 9, 2009 | 15 |
| -5.25% | Feb 12, 2021 | 13 | Mar 4, 2021 | 6 | Mar 12, 2021 | 19 |
| -4.77% | Sep 3, 2021 | 18 | Sep 30, 2021 | 14 | Oct 20, 2021 | 32 |