Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CBEAX (C&B LARGE CAP VALUE FUND CLASS A) | 4.66% | 16.23% | 15.94% | 1.79% | 7.31% | 8.25% | 6.56% | … | … |
Data as of 06/03/2026, Common starting date is 07/29/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CBEAX (C&B LARGE CAP VALUE FUND CLASS A) | 07/29/2004 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.46 | 16.23 | 15.94 | 1.79 | 7.31 | 8.25 | 6.56 | … | … | 4.66 | 16.27 | 12.91 | 15.18 | -23.27 | 7.79 | 0.20 | 35.75 | -12.69 | 19.03 | 14.94 | -2.53 | 10.37 | 36.43 | 10.43 | -0.83 | 13.67 | 27.59 | -36.05 | -2.05 | 21.56 | 0.31 | 9.15 |
| Sharpe Ratio | NA | 1.33 | 1.05 | -0.03 | 0.29 | NA | NA | … | … | 0.87 | 0.89 | 0.89 | 0.83 | -0.89 | 0.41 | 0.00 | 2.70 | -0.95 | 2.60 | 1.05 | -0.18 | 0.99 | 3.50 | 0.85 | -0.04 | 0.76 | 0.98 | -0.96 | -0.37 | 2.02 | -0.20 | 2.28 |
| Standard Deviation(%) | NA | 11.73 | 13.01 | 18.17 | 19.86 | NA | NA | … | … | 13.85 | 15.06 | 10.49 | 14.04 | 27.73 | 18.92 | 40.93 | 12.67 | 14.92 | 7.11 | 13.99 | 14.54 | 10.47 | 10.39 | 12.28 | 22.09 | 17.77 | 28.07 | 38.52 | 13.95 | 9.04 | 9.68 | 9.39 |
| Draw Down(%) | NA | 8.91 | 13.93 | 35.42 | 42.70 | NA | NA | … | … | 8.91 | 13.12 | 6.78 | 12.38 | 27.64 | 15.82 | 42.70 | 6.87 | 22.55 | 2.93 | 9.93 | 12.48 | 7.04 | 4.15 | 10.94 | 18.95 | 16.10 | 28.79 | 49.07 | 9.28 | 6.80 | 6.95 | 4.29 |
| Yield(%) | 0.00 | 12.70 | 17.83 | 7.65 | 8.69 | 9.35 | 7.29 | … | … | 0.00 | 13.32 | 29.77 | 12.45 | 0.93 | 0.81 | 0.74 | 11.23 | 7.09 | 11.75 | 2.64 | 3.86 | 0.79 | 1.19 | 1.61 | 1.32 | 1.34 | 1.37 | 1.43 | 4.97 | 6.30 | 2.56 | 1.23 |
Data as of 06/03/2026, Common starting date is 07/29/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CBEAX (C&B LARGE CAP VALUE FUND CLASS A) |
-15.61%
Feb 2006 – Feb 2009 |
-2.53%
May 2007 – May 2012 |
4.23%
Oct 2013 – Oct 2023 |
4.74%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CBEAX (C&B LARGE CAP VALUE FUND CLASS A) |
23.70%
Feb 2009 – Feb 2012 |
21.56%
Feb 2009 – Feb 2014 |
14.69%
Feb 2009 – Feb 2019 |
10.53%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart