Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CBLSX (C&B LARGE CAP VALUE FUND INSTITUTIONAL CLASS) | 5.87% | 17.79% | 16.69% | 2.28% | 7.70% | 8.78% | 7.05% | … | … |
Data as of 06/04/2026, Common starting date 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 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.36 | 17.79 | 16.69 | 2.28 | 7.70 | 8.78 | 7.05 | … | … | 5.87 | 16.55 | 13.20 | 15.61 | -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 | 1.36 | 1.07 | -0.01 | 0.31 | NA | NA | … | … | 0.91 | 0.91 | 0.92 | 0.86 | -0.88 | 0.43 | 0.01 | 2.73 | -0.92 | 2.68 | 1.08 | -0.15 | 1.04 | 3.52 | 0.89 | -0.02 | 0.80 | 0.99 | -0.95 | -0.34 | 2.08 | -0.14 | 2.44 |
| Standard Deviation(%) | NA | 11.69 | 13.00 | 18.11 | 19.85 | NA | NA | … | … | 13.68 | 15.08 | 10.45 | 14.04 | 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 | 8.82 | 13.87 | 34.99 | 42.65 | NA | NA | … | … | 8.82 | 13.10 | 6.71 | 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 | 12.89 | 18.02 | 7.81 | 8.93 | 9.91 | 7.73 | … | … | 0.00 | 13.53 | 29.85 | 12.72 | 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 06/04/2026, Common starting date 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 |
-2.06%
May 2007 – May 2012 |
4.63%
Oct 2013 – Oct 2023 |
5.18%
Dec 2007 – Dec 2022 |
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 |
10.97%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart