Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CEFC (Commercial National Financial Corporation) | 8.49% | 45.96% | 20.50% | 12.20% | 8.61% | 9.61% | 7.97% | … | … |
Data as of 06/04/2026, Common starting date is 01/06/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CEFC (Commercial National Financial Corporation) | 01/06/1999 | 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 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.96 | 45.96 | 20.50 | 12.20 | 8.61 | 9.61 | 7.97 | … | … | 8.49 | 45.52 | 13.05 | -6.25 | -15.03 | 47.99 | -14.20 | 4.47 | -0.06 | 4.66 | 44.33 | 18.01 | 14.46 | -3.38 | -7.73 | 13.38 | 20.57 | 34.66 | -20.43 | -15.13 | 16.48 | -19.40 | 11.96 | 7.10 | 26.32 | 11.59 | -13.07 | 10.64 |
| Sharpe Ratio | NA | 2.14 | 0.63 | 0.34 | 0.23 | NA | NA | … | … | 1.93 | 1.74 | 0.41 | -0.33 | -0.49 | 1.52 | -0.24 | 0.14 | -0.06 | 0.25 | 1.23 | 0.85 | 0.61 | -0.24 | -0.27 | 0.40 | 0.37 | 0.45 | -0.36 | -0.74 | 0.46 | -1.24 | 0.36 | 0.23 | 0.61 | 0.19 | -0.42 | 0.19 |
| Standard Deviation(%) | NA | 20.13 | 25.10 | 28.35 | 31.45 | NA | NA | … | … | 9.84 | 24.62 | 23.06 | 30.39 | 33.46 | 31.64 | 59.51 | 21.61 | 22.43 | 15.79 | 35.96 | 21.21 | 23.60 | 13.95 | 29.55 | 33.31 | 55.16 | 77.20 | 59.58 | 24.93 | 28.25 | 17.53 | 30.32 | 28.15 | 41.53 | 49.39 | 41.47 | 39.31 |
| Draw Down(%) | NA | 8.78 | 21.89 | 36.49 | 37.84 | NA | NA | … | … | 3.73 | 11.84 | 14.53 | 29.39 | 24.02 | 12.64 | 34.25 | 10.76 | 13.52 | 8.33 | 12.08 | 7.56 | 10.00 | 13.80 | 16.43 | 13.76 | 33.50 | 34.18 | 30.86 | 18.92 | 14.58 | 22.34 | 13.10 | 19.23 | 18.21 | 20.49 | 25.66 | 17.86 |
| Yield(%) | 0.00 | 5.42 | 5.69 | 5.20 | 5.08 | 6.38 | 5.33 | … | … | 1.09 | 5.34 | 6.02 | 5.15 | 4.67 | 6.05 | 4.89 | 4.52 | 4.33 | 4.33 | 8.43 | 6.42 | 6.89 | 6.25 | 5.42 | 5.78 | 6.50 | 8.13 | 6.01 | 4.84 | 5.36 | 3.92 | 4.26 | 4.93 | 5.15 | 5.36 | 2.44 | 0.00 |
Data as of 06/04/2026, Common starting date is 01/06/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CEFC (Commercial National Financial Corporation) |
-13.26%
Jan 2005 – Jan 2008 |
-7.13%
Mar 2004 – Mar 2009 |
-0.16%
Mar 1999 – Mar 2009 |
3.28%
Feb 2000 – Feb 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CEFC (Commercial National Financial Corporation) |
24.92%
Dec 2013 – Dec 2016 |
16.11%
Jan 2013 – Jan 2018 |
13.02%
Jan 2009 – Jan 2019 |
9.79%
Jul 2010 – Jul 2025 |
Annualized Rolling Returns Comparison Chart