Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CDGCX (Crafword Dividend Growth Fund Class) | -1.50% | 3.03% | 8.73% | 3.44% | 7.15% | 7.30% | 5.68% | … | … |
Data as of 06/04/2026, Common starting date is 01/27/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CDGCX (Crafword Dividend Growth Fund Class) | 01/27/2004 | 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 (%) | 0.42 | 3.03 | 8.73 | 3.44 | 7.15 | 7.30 | 5.68 | … | … | -1.50 | 11.04 | 10.24 | 6.09 | -9.87 | 17.85 | 0.87 | 27.16 | -4.84 | 12.96 | 14.61 | -7.54 | 6.94 | 26.12 | 10.09 | -1.20 | 12.91 | 15.97 | -29.07 | 0.10 | 15.80 | -4.94 | 8.37 |
| Sharpe Ratio | NA | 0.08 | 0.49 | 0.07 | 0.33 | NA | NA | … | … | -0.61 | 0.58 | 0.68 | 0.21 | -0.58 | 1.43 | 0.02 | 2.19 | -0.40 | 1.82 | 1.15 | -0.50 | 0.62 | 1.62 | 0.84 | -0.06 | 0.78 | 0.68 | -0.85 | -0.20 | 1.33 | -0.74 | 0.77 |
| Standard Deviation(%) | NA | 9.60 | 11.58 | 13.73 | 16.51 | NA | NA | … | … | 10.83 | 14.08 | 9.69 | 11.71 | 19.56 | 12.43 | 34.75 | 11.71 | 15.70 | 6.79 | 12.53 | 15.03 | 11.22 | 16.06 | 12.04 | 21.90 | 16.34 | 23.26 | 35.16 | 14.98 | 9.34 | 9.67 | 10.45 |
| Draw Down(%) | NA | 8.80 | 13.27 | 21.26 | 34.34 | NA | NA | … | … | 8.80 | 13.27 | 5.51 | 12.33 | 19.71 | 5.58 | 34.34 | 5.26 | 16.37 | 3.77 | 7.98 | 15.58 | 9.67 | 7.66 | 8.29 | 19.51 | 14.13 | 24.62 | 39.95 | 10.36 | 5.98 | 9.84 | 7.29 |
| Yield(%) | 0.00 | 4.85 | 5.13 | 2.98 | 4.27 | 5.48 | 4.36 | … | … | 0.00 | 5.25 | 6.06 | 3.65 | 0.48 | 0.32 | 0.77 | 0.77 | 2.56 | 6.54 | 13.39 | 14.71 | 3.82 | 9.43 | 8.72 | 0.66 | 1.79 | 1.02 | 0.74 | 2.94 | 0.68 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 01/27/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CDGCX (Crafword Dividend Growth Fund Class) |
-11.79%
Feb 2006 – Feb 2009 |
-6.79%
Feb 2004 – Feb 2009 |
3.37%
Feb 2006 – Feb 2016 |
3.94%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CDGCX (Crafword Dividend Growth Fund Class) |
17.51%
Feb 2009 – Feb 2012 |
16.27%
Feb 2009 – Feb 2014 |
11.04%
Feb 2009 – Feb 2019 |
9.50%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart