Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CBEQX (C&B LARGE CAP VALUE FUND INVESTOR CLASS) | NA | 3.54% | 14.11% | 11.54% | 6.36% | 7.02% | NA | … | … |
Data as of 10/29/2015, Common starting date is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CBEQX (C&B LARGE CAP VALUE FUND INVESTOR CLASS) | 06/21/1996 | 10/29/2015 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.40 | 3.54 | 14.11 | 11.54 | 6.36 | 7.02 | NA | … | … | -1.64 | 9.58 | 35.14 | 8.94 | -2.22 | 12.62 | 26.05 | -37.55 | -7.10 | 15.19 | -2.17 | 11.04 | 32.44 | -20.56 | 2.04 | -6.62 | -33.61 | -10.84 | -2.42 | -21.42 |
| Sharpe Ratio | NA | 0.21 | 1.09 | 0.71 | 0.16 | NA | NA | … | … | -0.14 | 0.91 | 3.40 | 0.73 | -0.10 | 0.71 | 0.92 | -0.99 | -0.68 | 1.23 | -0.44 | 0.99 | 1.86 | -0.82 | -0.02 | -0.36 | -0.83 | -0.59 | -1.97 | -0.86 |
| Standard Deviation(%) | NA | 13.76 | 11.78 | 14.64 | 20.11 | NA | NA | … | … | 14.30 | 10.56 | 10.34 | 12.27 | 22.20 | 17.75 | 28.08 | 38.66 | 15.03 | 9.68 | 9.87 | 10.16 | 17.05 | 26.38 | 15.80 | 29.63 | 44.29 | 24.18 | 29.18 | 46.51 |
| Draw Down(%) | NA | 12.41 | 12.41 | 18.95 | 59.62 | NA | NA | … | … | 12.41 | 7.04 | 4.06 | 10.94 | 18.95 | 16.15 | 28.84 | 49.02 | 12.92 | 6.80 | 6.95 | 6.56 | 16.85 | 30.51 | 15.47 | 22.31 | 43.67 | 24.63 | 28.56 | 30.35 |
| Yield(%) | 0.00 | 0.69 | 1.16 | 1.27 | 2.32 | 3.92 | 1.48 | … | … | 0.00 | 0.73 | 1.11 | 1.52 | 1.26 | 1.08 | 1.38 | 1.52 | 5.01 | 6.29 | 2.55 | 1.43 | 1.06 | 9.69 | 4.52 | 25.14 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 10/29/2015, Common starting date is 06/21/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CBEQX (C&B LARGE CAP VALUE FUND INVESTOR CLASS) |
-22.38%
Jul 1997 – Jul 2000 |
-13.80%
Sep 1997 – Sep 2002 |
-3.44%
Nov 1998 – Nov 2008 |
-1.78%
Sep 1996 – Sep 2011 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CBEQX (C&B LARGE CAP VALUE FUND INVESTOR CLASS) |
23.72%
Feb 2009 – Feb 2012 |
21.53%
Feb 2009 – Feb 2014 |
8.25%
Mar 2003 – Mar 2013 |
8.71%
Feb 2000 – Feb 2015 |
Annualized Rolling Returns Comparison Chart