Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CCGIX (CHAUTAUQUA GLOBAL GROWTH FUND INSTITUTIONAL CLASS) | 0.32% | 13.39% | 14.15% | 6.56% | 12.18% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/18/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CCGIX (CHAUTAUQUA GLOBAL GROWTH FUND INSTITUTIONAL CLASS) | 04/18/2016 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.29 | 13.39 | 14.15 | 6.56 | 12.18 | NA | NA | … | … | 0.32 | 20.44 | 16.32 | 16.34 | -20.12 | 12.93 | 37.98 | 30.15 | -14.70 | 37.75 | 0.90 |
| Sharpe Ratio | NA | 0.70 | 0.68 | 0.23 | 0.57 | NA | NA | … | … | -0.11 | 0.99 | 0.87 | 0.89 | -0.84 | 0.84 | 1.33 | 1.93 | -0.79 | 4.25 | 0.07 |
| Standard Deviation(%) | NA | 15.42 | 16.16 | 18.17 | 18.54 | NA | NA | … | … | 19.11 | 18.02 | 14.64 | 14.38 | 25.59 | 15.38 | 28.25 | 14.86 | 20.35 | 8.76 | 15.35 |
| Draw Down(%) | NA | 16.92 | 17.59 | 32.51 | 32.51 | NA | NA | … | … | 16.92 | 17.59 | 10.69 | 14.77 | 29.84 | 9.34 | 28.50 | 8.05 | 26.04 | 3.32 | 9.26 |
| Yield(%) | 0.00 | 3.53 | 2.37 | 1.40 | 2.45 | 1.65 | 1.24 | … | … | 0.00 | 3.82 | 2.11 | 0.47 | 0.10 | 0.40 | 0.64 | 1.99 | 1.21 | 4.59 | 0.00 |
Data as of 06/04/2026, Common starting date is 04/18/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CCGIX (CHAUTAUQUA GLOBAL GROWTH FUND INSTITUTIONAL CLASS) |
1.05%
Apr 2021 – Apr 2024 |
5.65%
Sep 2017 – Sep 2022 |
12.27%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CCGIX (CHAUTAUQUA GLOBAL GROWTH FUND INSTITUTIONAL CLASS) |
26.58%
Dec 2018 – Dec 2021 |
19.30%
Oct 2016 – Oct 2021 |
12.27%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart