Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CBECX (C&B LARGE CAP VALUE FUND CLASS C) | 8.32% | -18.52% | -7.36% | -1.92% | 1.02% | 5.13% | 3.31% | 3.77% |
Data as of 07/18/2025, AR inception is 07/29/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CBECX (C&B LARGE CAP VALUE FUND CLASS C) | 07/29/2004 | 07/18/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.38 | -18.52 | -7.36 | -1.92 | 1.02 | 5.13 | 3.31 | 3.77 | 8.32 | -16.54 | 2.56 | -24.18 | 6.74 | -0.72 | 34.72 | -13.33 | 18.10 | 14.08 | -3.24 | 9.57 | 35.37 | 9.57 | -1.53 | 12.74 | 26.72 | -36.49 | -2.75 | 20.63 | -0.18 | 8.76 |
| Sharpe Ratio | NA | -0.65 | -0.41 | -0.18 | -0.02 | NA | NA | 0.12 | 0.72 | -0.73 | -0.10 | -0.91 | 0.35 | -0.02 | 2.63 | -0.98 | 2.47 | 0.99 | -0.23 | 0.91 | 3.41 | 0.78 | -0.07 | 0.71 | 0.95 | -0.97 | -0.41 | 1.93 | -0.24 | 2.17 |
| Standard Deviation(%) | NA | 33.52 | 26.07 | 23.66 | 22.47 | NA | NA | 20.69 | 17.89 | 31.57 | 16.67 | 28.04 | 19.05 | 40.98 | 12.69 | 14.98 | 7.10 | 14.04 | 14.50 | 10.49 | 10.37 | 12.31 | 22.02 | 17.90 | 28.02 | 38.47 | 13.89 | 9.06 | 9.68 | 9.40 |
| Draw Down(%) | NA | 36.08 | 38.75 | 48.02 | 48.02 | NA | NA | 56.93 | 13.27 | 30.58 | 12.54 | 28.45 | 16.11 | 42.83 | 6.94 | 23.14 | 2.96 | 10.03 | 12.69 | 7.08 | 4.17 | 11.07 | 19.15 | 16.17 | 28.96 | 49.45 | 9.28 | 6.85 | 7.10 | 4.30 |
| Yield(%) | 0.00 | 0.13 | 0.36 | 0.24 | 3.37 | 4.39 | 3.29 | 3.61 | 0.00 | 0.14 | 0.63 | 0.35 | 0.00 | 0.00 | 10.21 | 6.40 | 11.32 | 1.99 | 3.18 | 0.06 | 0.28 | 0.75 | 0.54 | 0.56 | 0.53 | 0.67 | 4.21 | 5.54 | 2.28 | 1.10 |
Data as of 07/18/2025, AR inception is 07/29/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CBECX (C&B LARGE CAP VALUE FUND CLASS C) |
-16.19%
Feb 2006 - Feb 2009 |
-7.21%
Dec 2019 - Dec 2024 |
0.33%
Apr 2015 - Apr 2025 |
3.81%
Apr 2010 - Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CBECX (C&B LARGE CAP VALUE FUND CLASS C) |
22.74%
Feb 2009 - Feb 2012 |
20.62%
Feb 2009 - Feb 2014 |
13.82%
Feb 2009 - Feb 2019 |
8.85%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart