Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CFIMX (CLIPPER FUND INC CLIPPER FUND INC) | 10.01% | 32.90% | 25.28% | 7.75% | 10.93% | 11.27% | 8.19% | … | … |
Data as of 06/04/2026, Common starting date is 12/26/1984
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CFIMX (CLIPPER FUND INC CLIPPER FUND INC) | 12/26/1984 | 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 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.92 | 32.90 | 25.28 | 7.75 | 10.93 | 11.27 | 8.19 | … | … | 10.01 | 27.39 | 19.40 | 31.59 | -22.21 | 3.89 | 8.08 | 29.66 | -12.90 | 17.69 | 15.65 | 6.44 | 7.76 | 34.22 | 12.33 | 2.29 | 14.86 | 37.61 | -49.54 | 0.06 | 15.28 | -0.27 | 5.86 | 19.36 | -5.51 | 10.43 | 39.43 | -2.06 | 19.18 | 30.68 | 19.46 | 45.18 | -2.51 | 11.29 | 15.96 | 32.83 | -7.56 | 17.77 | 14.51 | -12.11 | 14.87 | 25.13 | 1.83 |
| Sharpe Ratio | NA | 2.35 | 1.44 | 0.27 | 0.46 | NA | NA | … | … | 1.54 | 1.32 | 1.12 | 1.73 | -0.91 | 0.21 | 0.22 | 1.92 | -0.83 | 2.10 | 0.96 | 0.41 | 0.69 | 3.14 | 0.96 | 0.11 | 0.86 | 1.13 | -1.12 | -0.19 | 1.28 | -0.32 | 0.58 | 1.21 | -0.32 | 0.76 | 1.49 | -0.45 | 1.23 | 2.03 | 1.24 | 3.97 | -0.53 | 0.82 | 1.44 | 2.40 | -0.88 | 1.06 | 0.73 | -0.83 | 0.76 | 2.81 | 26.61 |
| Standard Deviation(%) | NA | 12.56 | 15.55 | 18.96 | 19.77 | NA | NA | … | … | 12.84 | 18.59 | 14.09 | 16.31 | 26.04 | 18.54 | 36.18 | 14.66 | 17.34 | 8.14 | 16.06 | 15.66 | 11.26 | 10.90 | 12.90 | 21.13 | 17.23 | 33.18 | 44.99 | 16.66 | 9.28 | 7.83 | 8.42 | 15.39 | 20.54 | 10.73 | 23.61 | 12.07 | 12.73 | 13.22 | 12.62 | 10.37 | 10.57 | 11.08 | 9.24 | 12.02 | 14.74 | 11.20 | 13.21 | 19.59 | 13.78 | 7.00 | 13.32 |
| Draw Down(%) | NA | 8.25 | 16.41 | 40.11 | 40.11 | NA | NA | … | … | 8.25 | 16.41 | 10.01 | 12.46 | 32.98 | 18.15 | 37.24 | 9.71 | 24.00 | 4.25 | 15.65 | 11.87 | 7.71 | 4.87 | 9.72 | 17.02 | 14.51 | 30.68 | 58.81 | 10.83 | 6.24 | 4.92 | 8.10 | 18.82 | 25.29 | 7.67 | 13.68 | 11.79 | 9.81 | 6.43 | 7.25 | 3.62 | 10.27 | 7.43 | 5.59 | 5.66 | 20.97 | 13.78 | 9.89 | 24.99 | 7.54 | 4.27 | 0.07 |
| Yield(%) | 0.00 | 9.19 | 7.80 | 3.62 | 5.50 | 6.52 | 4.88 | … | … | 0.00 | 0.97 | 14.17 | 7.44 | 0.90 | 0.38 | 0.79 | 1.85 | 8.02 | 6.54 | 11.09 | 0.75 | 0.46 | 0.49 | 2.10 | 1.39 | 1.20 | 1.11 | 1.07 | 11.99 | 10.26 | 1.45 | 3.83 | 3.03 | 3.82 | 4.84 | 15.99 | 11.28 | 18.75 | 16.64 | 8.34 | 13.40 | 5.41 | 14.45 | 8.31 | 8.19 | 3.09 | 2.65 | 2.73 | 7.82 | 0.00 | 2.86 | 1.66 |
Data as of 06/04/2026, Common starting date is 12/26/1984
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CFIMX (CLIPPER FUND INC CLIPPER FUND INC) |
-23.02%
Feb 2006 – Feb 2009 |
-13.42%
Feb 2004 – Feb 2009 |
-1.58%
Feb 1999 – Feb 2009 |
3.65%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CFIMX (CLIPPER FUND INC CLIPPER FUND INC) |
31.38%
Nov 1994 – Nov 1997 |
25.15%
Feb 2009 – Feb 2014 |
20.31%
Oct 1990 – Oct 2000 |
15.85%
Oct 1990 – Oct 2005 |
Annualized Rolling Returns Comparison Chart