Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CENTX (CENTERSTONE INVESTORS FUND CENTERSTONE INVESTORS FUND CLASS I) | 2.97% | 22.14% | 8.76% | 5.23% | NA | NA | NA | … | … |
Data as of 02/06/2026, Common starting date is 05/03/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CENTX (CENTERSTONE INVESTORS FUND CENTERSTONE INVESTORS FUND CLASS I) | 05/03/2016 | 02/06/2026 |
| 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 (%) | 0.00 | 22.14 | 8.76 | 5.23 | NA | NA | NA | … | … | 2.97 | 25.63 | -0.04 | 7.56 | -11.05 | 10.67 | 3.64 | 16.74 | -9.09 | 13.93 | 3.60 |
| Sharpe Ratio | NA | 1.17 | 0.34 | 0.18 | NA | NA | NA | … | … | 5.30 | 2.06 | -0.36 | 0.35 | -0.81 | 1.04 | 0.13 | 1.79 | -1.14 | 3.08 | 0.84 |
| Standard Deviation(%) | NA | 12.03 | 11.08 | 11.89 | NA | NA | NA | … | … | 5.73 | 11.24 | 10.05 | 11.34 | 15.36 | 10.20 | 26.90 | 8.54 | 9.25 | 4.34 | 6.22 |
| Draw Down(%) | NA | 9.04 | 14.22 | 24.40 | NA | NA | NA | … | … | 0.62 | 9.04 | 7.81 | 14.22 | 20.93 | 9.31 | 35.29 | 7.40 | 15.18 | 1.77 | 3.60 |
| Yield(%) | 0.00 | 5.16 | 3.03 | 2.35 | 2.36 | 1.57 | 1.18 | … | … | 0.00 | 5.42 | 2.34 | 1.65 | 1.51 | 1.38 | 0.71 | 2.48 | 3.02 | 1.29 | 0.60 |
Data as of 02/06/2026, Common starting date is 05/03/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CENTX (CENTERSTONE INVESTORS FUND CENTERSTONE INVESTORS FUND CLASS I) |
-4.82%
Mar 2017 – Mar 2020 |
0.16%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CENTX (CENTERSTONE INVESTORS FUND CENTERSTONE INVESTORS FUND CLASS I) |
13.72%
Mar 2020 – Mar 2023 |
9.80%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart