Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CBLSX (C&B LARGE CAP VALUE FUND INSTITUTIONAL CLASS) | 6.35% | -15.61% | -7.15% | 0.06% | 2.18% | 6.29% | 4.63% | 5.05% |
Data as of 06/25/2025, AR inception is 07/28/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CBLSX (C&B LARGE CAP VALUE FUND INSTITUTIONAL CLASS) | 07/28/2004 | 06/25/2025 |
| 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 (%) | 0.47 | -15.61 | -7.15 | 0.06 | 2.18 | 6.29 | 4.63 | 5.05 | 6.35 | -14.75 | 4.06 | -22.90 | 8.17 | 0.56 | 36.23 | -12.36 | 19.35 | 15.39 | -2.13 | 10.94 | 36.92 | 10.93 | -0.45 | 14.28 | 28.02 | -35.63 | -1.60 | 22.08 | 0.94 | 9.80 |
| Sharpe Ratio | NA | -0.58 | -0.35 | -0.11 | 0.03 | NA | NA | 0.18 | 0.52 | -0.70 | -0.01 | -0.88 | 0.43 | 0.01 | 2.74 | -0.92 | 2.68 | 1.08 | -0.15 | 1.04 | 3.52 | 0.89 | -0.02 | 0.80 | 0.99 | -0.94 | -0.33 | 2.10 | -0.13 | 2.45 |
| Standard Deviation(%) | NA | 32.65 | 25.60 | 23.44 | 22.27 | NA | NA | 20.63 | 19.16 | 30.59 | 16.42 | 27.60 | 18.88 | 40.96 | 12.72 | 14.96 | 7.02 | 14.09 | 14.52 | 10.47 | 10.49 | 12.34 | 22.14 | 17.81 | 28.19 | 38.60 | 13.99 | 8.99 | 9.74 | 9.35 |
| Draw Down(%) | NA | 35.14 | 35.78 | 44.85 | 44.85 | NA | NA | 56.12 | 13.10 | 29.74 | 12.30 | 27.34 | 15.78 | 42.65 | 6.85 | 22.34 | 2.85 | 9.92 | 12.29 | 6.93 | 4.13 | 10.91 | 18.98 | 16.06 | 28.91 | 48.80 | 9.31 | 6.67 | 6.91 | 4.29 |
| Yield(%) | 0.00 | 0.98 | 1.23 | 1.44 | 4.41 | 6.17 | 4.76 | 5.16 | 0.00 | 1.05 | 1.73 | 1.20 | 1.13 | 1.02 | 11.58 | 7.40 | 12.08 | 3.01 | 4.32 | 1.29 | 1.70 | 2.12 | 1.79 | 1.81 | 1.84 | 1.93 | 5.48 | 6.75 | 2.96 | 1.36 |
Data as of 06/25/2025, AR inception is 07/28/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CBLSX (C&B LARGE CAP VALUE FUND INSTITUTIONAL CLASS) |
-15.19%
Feb 2006 - Feb 2009 |
-5.74%
Dec 2019 - Dec 2024 |
1.69%
Apr 2015 - Apr 2025 |
5.16%
Apr 2010 - Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CBLSX (C&B LARGE CAP VALUE FUND INSTITUTIONAL CLASS) |
24.25%
Feb 2009 - Feb 2012 |
22.08%
Feb 2009 - Feb 2014 |
15.16%
Feb 2009 - Feb 2019 |
10.20%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart