Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CCGSX (CHAUTAUQUA GLOBAL GROWTH FUND INVESTOR CLASS) | 0.18% | 13.09% | 13.88% | 6.30% | 11.92% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/18/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CCGSX (CHAUTAUQUA GLOBAL GROWTH FUND INVESTOR 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 (%) | 0.25 | 13.09 | 13.88 | 6.30 | 11.92 | NA | NA | … | … | 0.18 | 20.09 | 16.07 | 16.01 | -20.32 | 12.65 | 37.94 | 29.74 | -14.86 | 37.29 | 0.80 |
| Sharpe Ratio | NA | 0.68 | 0.66 | 0.22 | 0.56 | NA | NA | … | … | -0.13 | 0.97 | 0.85 | 0.87 | -0.86 | 0.82 | 1.32 | 1.91 | -0.80 | 4.18 | 0.06 |
| Standard Deviation(%) | NA | 15.37 | 16.15 | 18.15 | 18.54 | NA | NA | … | … | 19.04 | 18.03 | 14.64 | 14.39 | 25.53 | 15.38 | 28.37 | 14.80 | 20.40 | 8.81 | 15.34 |
| Draw Down(%) | NA | 16.92 | 17.62 | 32.68 | 32.68 | NA | NA | … | … | 16.92 | 17.62 | 10.69 | 14.85 | 29.96 | 9.35 | 28.46 | 7.97 | 26.06 | 3.33 | 9.26 |
| Yield(%) | 0.00 | 3.22 | 2.12 | 1.26 | 2.20 | 1.49 | 1.11 | … | … | 0.00 | 3.47 | 2.00 | 0.20 | 0.10 | 0.40 | 0.33 | 1.76 | 1.19 | 4.60 | 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 |
|---|---|---|---|---|
| CCGSX (CHAUTAUQUA GLOBAL GROWTH FUND INVESTOR CLASS) |
0.80%
Apr 2021 – Apr 2024 |
5.41%
Sep 2017 – Sep 2022 |
12.00%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CCGSX (CHAUTAUQUA GLOBAL GROWTH FUND INVESTOR CLASS) |
26.33%
Dec 2018 – Dec 2021 |
19.04%
Oct 2016 – Oct 2021 |
12.00%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart