Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CFFI (C&F Financial Corporation) | -12.18% | 40.38% | 13.73% | NA | NA | NA | NA | 23.22% |
Data as of 06/30/2025, AR inception is 09/03/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CFFI (C&F Financial Corporation) | 09/03/2020 | 06/30/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.89 | 40.38 | 13.73 | NA | NA | NA | NA | 23.22 | -12.18 | 7.84 | 20.69 | 17.47 | 42.26 | 20.68 |
| Sharpe Ratio | NA | 0.42 | 0.26 | NA | NA | NA | NA | 0.47 | -0.54 | 0.10 | 0.53 | 0.56 | 1.38 | 2.04 |
| Standard Deviation(%) | NA | 45.97 | 39.29 | NA | NA | NA | NA | 36.08 | 47.21 | 43.83 | 32.21 | 28.89 | 30.56 | 38.29 |
| Draw Down(%) | NA | 34.98 | 50.67 | NA | NA | NA | NA | 50.67 | 34.98 | 49.62 | 20.21 | 16.30 | 21.40 | 12.25 |
| Yield(%) | 0.00 | 3.98 | 3.83 | 5.35 | 2.68 | 1.78 | 1.34 | 6.69 | 1.31 | 2.54 | 2.96 | 3.18 | 4.27 | 2.41 |
Data as of 06/30/2025, AR inception is 09/03/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CFFI (C&F Financial Corporation) |
-0.81%
May 2021 - May 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CFFI (C&F Financial Corporation) |
26.35%
Dec 2020 - Dec 2023 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart