Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CDGCX (Crafword Dividend Growth Fund Class) | 8.97% | 10.65% | 7.91% | 6.78% | 7.30% | 8.18% | 5.58% | 5.58% |
Data as of 07/22/2025, AR inception is 01/27/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CDGCX (Crafword Dividend Growth Fund Class) | 01/27/2004 | 07/22/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.41 | 10.65 | 7.91 | 6.78 | 7.30 | 8.18 | 5.58 | 5.58 | 8.97 | 4.51 | 3.12 | -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 | 0.49 | 0.40 | 0.32 | 0.33 | NA | NA | 0.24 | 0.77 | -0.18 | -0.10 | -0.58 | 1.43 | 0.02 | 2.20 | -0.39 | 1.82 | 1.15 | -0.50 | 0.62 | 1.62 | 0.84 | -0.06 | 0.79 | 0.68 | -0.85 | -0.19 | 1.35 | -0.74 | 0.77 |
| Standard Deviation(%) | NA | 14.56 | 13.94 | 14.66 | 16.98 | NA | NA | 17.42 | 17.42 | 11.60 | 12.00 | 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 | 13.27 | 15.10 | 21.26 | 34.34 | NA | NA | 48.76 | 13.27 | 10.25 | 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 | 5.50 | 2.48 | 1.80 | 4.36 | 5.63 | 3.92 | 3.94 | 0.09 | 6.06 | 0.71 | 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 07/22/2025, AR inception 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 |
9.29%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart