Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CBEBX (C&B LARGE CAP VALUE FUND CLASS B) | NA | 23.69% | 7.60% | 11.14% | 4.27% | NA | NA | … | … |
Data as of 01/24/2017, Common starting date is 07/29/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CBEBX (C&B LARGE CAP VALUE FUND CLASS B) | 07/29/2004 | 01/24/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 23.69 | 7.60 | 11.14 | 4.27 | NA | NA | … | … | 0.00 | 12.41 | -3.26 | 9.62 | 35.27 | 9.64 | -1.56 | 12.75 | 26.81 | -36.55 | -2.74 | 20.62 | -0.20 | 8.75 |
| Sharpe Ratio | NA | 1.63 | 0.58 | 0.89 | 0.19 | NA | NA | … | … | 0.00 | 0.87 | -0.23 | 0.92 | 3.41 | 0.78 | -0.07 | 0.71 | 0.95 | -0.97 | -0.41 | 1.93 | -0.24 | 2.16 |
| Standard Deviation(%) | NA | 12.96 | 13.05 | 12.49 | 20.31 | NA | NA | … | … | NA | 13.95 | 14.53 | 10.49 | 10.35 | 12.38 | 22.17 | 17.78 | 28.08 | 38.53 | 14.02 | 9.03 | 9.70 | 9.43 |
| Draw Down(%) | NA | 7.60 | 15.94 | 15.94 | 57.01 | NA | NA | … | … | 0.00 | 10.02 | 12.64 | 7.13 | 4.12 | 11.11 | 19.11 | 16.15 | 28.96 | 49.40 | 9.36 | 6.85 | 7.10 | 4.41 |
| Yield(%) | 0.00 | 0.00 | 1.16 | 0.95 | 0.94 | 1.39 | 1.05 | … | … | 0.00 | 0.00 | 3.05 | 0.00 | 0.00 | 0.00 | 0.16 | 0.45 | 0.44 | 0.68 | 4.12 | 5.53 | 2.27 | 1.09 |
Data as of 01/24/2017, 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 |
|---|---|---|---|---|
| CBEBX (C&B LARGE CAP VALUE FUND CLASS B) |
-16.25%
Feb 2006 – Feb 2009 |
-3.24%
May 2007 – May 2012 |
4.06%
Oct 2006 – Oct 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CBEBX (C&B LARGE CAP VALUE FUND CLASS B) |
22.75%
Feb 2009 – Feb 2012 |
20.64%
Feb 2009 – Feb 2014 |
6.02%
Apr 2005 – Apr 2015 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart