Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CBECX (C&B LARGE CAP VALUE FUND CLASS C) | NA | 7.82% | 5.38% | 3.33% | 5.88% | 7.41% | 5.59% | … | … |
Data as of 11/19/2025, Common starting date 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 | 11/19/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.54 | 7.82 | 5.38 | 3.33 | 5.88 | 7.41 | 5.59 | … | … | 11.60 | 12.06 | 14.33 | -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 | 0.33 | 0.11 | 0.06 | 0.22 | NA | NA | … | … | 0.67 | 0.81 | 0.76 | -0.92 | 0.35 | -0.02 | 2.62 | -0.99 | 2.47 | 0.99 | -0.23 | 0.91 | 3.41 | 0.78 | -0.07 | 0.71 | 0.95 | -0.97 | -0.43 | 1.91 | -0.25 | 2.17 |
| Standard Deviation(%) | NA | 14.89 | 17.59 | 18.51 | 20.02 | NA | NA | … | … | 15.30 | 10.49 | 14.11 | 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 | 14.16 | 24.19 | 36.54 | 42.83 | NA | NA | … | … | 13.27 | 6.79 | 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 | 25.52 | 11.55 | 6.98 | 7.25 | 7.96 | 6.01 | … | … | 0.00 | 29.62 | 11.85 | 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 11/19/2025, 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 |
|---|---|---|---|---|
| CBECX (C&B LARGE CAP VALUE FUND CLASS C) |
-16.19%
Feb 2006 – Feb 2009 |
-3.23%
Sep 2006 – Sep 2011 |
3.37%
Oct 2013 – Oct 2023 |
3.90%
Dec 2007 – Dec 2022 |
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 |
9.64%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart