Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CFMDX (Clarkston Founders Fund Founders Class) | -4.08% | 2.85% | 6.06% | 0.80% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/17/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CFMDX (Clarkston Founders Fund Founders Class) | 02/17/2021 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.25 | 2.85 | 6.06 | 0.80 | NA | NA | NA | … | … | -4.08 | 7.44 | 5.76 | 10.55 | -3.64 | 0.17 |
| Sharpe Ratio | NA | -0.02 | 0.19 | -0.12 | NA | NA | NA | … | … | -0.77 | 0.26 | 0.19 | 0.48 | -0.26 | 0.01 |
| Standard Deviation(%) | NA | 15.75 | 15.01 | 15.94 | NA | NA | NA | … | … | 17.86 | 17.44 | 11.41 | 14.56 | 19.83 | 13.53 |
| Draw Down(%) | NA | 11.27 | 14.86 | 20.63 | NA | NA | NA | … | … | 11.27 | 13.20 | 6.80 | 15.52 | 15.62 | 16.86 |
| Yield(%) | 0.00 | 3.40 | 2.06 | 2.13 | 1.19 | 0.79 | 0.60 | … | … | 0.00 | 3.41 | 0.51 | 1.79 | 5.75 | 0.48 |
Data as of 06/04/2026, Common starting date is 02/17/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CFMDX (Clarkston Founders Fund Founders Class) |
-1.70%
Apr 2021 – Apr 2024 |
0.67%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CFMDX (Clarkston Founders Fund Founders Class) |
9.68%
Sep 2022 – Sep 2025 |
2.11%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart