Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CFIMX (CLIPPER FUND INC CLIPPER FUND INC) | -89.40% | -90.06% | -47.72% | -33.16% | -15.42% | -6.31% | -5.74% | 3.52% |
Data as of 07/14/2025, AR inception is 12/26/1984
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CFIMX (CLIPPER FUND INC CLIPPER FUND INC) | 12/26/1984 | 07/14/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 (%) | 0.28 | -90.06 | -47.72 | -33.16 | -15.42 | -6.31 | -5.74 | 3.52 | -89.40 | 6.36 | 24.53 | -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 | -0.40 | -0.38 | -0.34 | -0.22 | NA | NA | 0.03 | -0.32 | -0.01 | 1.25 | -0.91 | 0.21 | 0.22 | 1.93 | -0.82 | 2.10 | 0.96 | 0.41 | 0.69 | 3.14 | 0.96 | 0.11 | 0.86 | 1.13 | -1.12 | -0.18 | 1.30 | -0.31 | 0.58 | 1.21 | -0.32 | 0.77 | 1.50 | -0.44 | 1.25 | 2.05 | 1.25 | 3.99 | -0.52 | 0.83 | 1.46 | 2.41 | -0.87 | 1.08 | 0.74 | -0.82 | 0.77 | 2.85 | 26.61 |
| Standard Deviation(%) | NA | 232.16 | 134.59 | 105.06 | 75.68 | NA | NA | 40.27 | 321.41 | 16.99 | 16.39 | 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 | 91.08 | 91.08 | 91.16 | 91.16 | NA | NA | 91.16 | 90.68 | 13.06 | 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 | 0.54 | 1.06 | 0.96 | 3.42 | 4.78 | 3.49 | 13.22 | 0.00 | 1.09 | 1.21 | 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 07/14/2025, AR inception 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) |
-50.49%
May 2022 - May 2025 |
-32.71%
Jun 2020 - Jun 2025 |
-15.42%
May 2015 - May 2025 |
-6.31%
May 2010 - May 2025 |
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