Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CETAX (CENTERSTONE INVESTORS FUND CENTERSTONE INVESTORS FUND CLASS A) | 3.06% | 21.91% | 8.51% | 4.98% | NA | NA | NA | … | … |
Data as of 02/06/2026, Common starting date is 05/04/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CETAX (CENTERSTONE INVESTORS FUND CENTERSTONE INVESTORS FUND CLASS A) | 05/04/2016 | 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 | 21.91 | 8.51 | 4.98 | NA | NA | NA | … | … | 3.06 | 24.00 | -0.26 | 7.36 | -11.31 | 10.41 | 3.39 | 16.41 | -9.24 | 13.50 | 3.45 |
| Sharpe Ratio | NA | 1.74 | 0.48 | 0.24 | NA | NA | NA | … | … | 5.39 | 1.88 | -0.39 | 0.33 | -0.83 | 1.02 | 0.12 | 1.74 | -1.14 | 3.06 | 0.84 |
| Standard Deviation(%) | NA | 10.96 | 10.70 | 11.69 | NA | NA | NA | … | … | 5.82 | 11.26 | 9.96 | 11.36 | 15.47 | 10.14 | 26.75 | 8.58 | 9.33 | 4.21 | 5.97 |
| Draw Down(%) | NA | 9.08 | 14.24 | 24.70 | NA | NA | NA | … | … | 0.62 | 9.08 | 7.79 | 14.24 | 21.07 | 9.49 | 35.32 | 7.44 | 15.49 | 1.87 | 3.51 |
| Yield(%) | 0.00 | 4.69 | 2.68 | 2.08 | 2.09 | 1.39 | 1.04 | … | … | 0.00 | 4.93 | 2.04 | 1.34 | 1.51 | 1.11 | 0.45 | 2.21 | 2.82 | 1.14 | 0.55 |
Data as of 02/06/2026, Common starting date is 05/04/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CETAX (CENTERSTONE INVESTORS FUND CENTERSTONE INVESTORS FUND CLASS A) |
-5.05%
Mar 2017 – Mar 2020 |
-0.08%
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 |
|---|---|---|---|---|
| CETAX (CENTERSTONE INVESTORS FUND CENTERSTONE INVESTORS FUND CLASS A) |
13.44%
Mar 2020 – Mar 2023 |
9.53%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart