Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CCMSX (CARDINAL SMALL CAP VALUE FUND INSTITUTIONAL CLASS SHARES) | NA | -153,206.58% | nan% | nan% | nan% | NA | NA | … | … |
Data as of 04/25/2025, Common starting date is 04/04/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CCMSX (CARDINAL SMALL CAP VALUE FUND INSTITUTIONAL CLASS SHARES) | 04/04/2014 | 04/25/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -153,206.58 | nan | nan | nan | NA | NA | … | … | 0.00 | 9.21 | 6.88 | -17.80 | 26.13 | -1.83 | 22.61 | -14.34 | 13.78 | 18.23 | 1.46 | 3.99 |
| Sharpe Ratio | NA | -0.02 | -0.20 | 0.48 | 0.13 | NA | NA | … | … | 0.00 | 0.18 | 0.14 | -0.82 | 1.36 | -0.05 | 1.58 | -1.01 | 1.26 | 1.12 | 0.10 | 0.41 |
| Standard Deviation(%) | NA | 11.27 | 18.41 | 20.95 | 21.28 | NA | NA | … | … | NA | 14.46 | 19.51 | 23.51 | 19.15 | 45.54 | 13.38 | 15.51 | 10.47 | 16.15 | 14.35 | 13.11 |
| Draw Down(%) | NA | 8.01 | 23.26 | 28.33 | 49.29 | NA | NA | … | … | 0.00 | 8.01 | 22.32 | 24.03 | 10.06 | 47.63 | 6.47 | 25.52 | 4.85 | 13.05 | 13.95 | 12.51 |
| Yield(%) | 0.00 | 106.10 | 34.02 | 34.79 | 14.97 | 11.30 | 8.48 | … | … | 0.00 | 109.79 | 1.25 | 0.74 | 0.47 | 0.47 | 1.22 | 4.50 | 4.27 | 1.75 | 1.87 | 1.03 |
Data as of 04/25/2025, Common starting date is 04/04/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CCMSX (CARDINAL SMALL CAP VALUE FUND INSTITUTIONAL CLASS SHARES) |
-10.56%
Mar 2017 – Mar 2020 |
-4.08%
Mar 2015 – Mar 2020 |
4.90%
Jun 2014 – Jun 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CCMSX (CARDINAL SMALL CAP VALUE FUND INSTITUTIONAL CLASS SHARES) |
17.95%
Mar 2020 – Mar 2023 |
10.79%
Feb 2016 – Feb 2021 |
6.38%
Jul 2014 – Jul 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart