Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CFSMX (CLARKSTON PARTNERS FUND FOUNDERS CLASS) | 1.10% | 1.41% | 0.11% | -1.01% | 6.46% | NA | NA | … | … |
Data as of 06/12/2026, Common starting date is 09/22/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CFSMX (CLARKSTON PARTNERS FUND FOUNDERS CLASS) | 09/22/2015 | 06/12/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.74 | 1.41 | 0.11 | -1.01 | 6.46 | NA | NA | … | … | 1.10 | -8.33 | 4.57 | 6.55 | -0.31 | 8.08 | 17.54 | 24.10 | -7.11 | 13.04 | 15.66 | 2.21 |
| Sharpe Ratio | NA | -0.07 | -0.19 | -0.22 | 0.26 | NA | NA | … | … | 0.00 | -0.61 | 0.07 | 0.18 | -0.08 | 0.48 | 0.48 | 1.99 | -0.77 | 1.82 | 1.16 | 0.70 |
| Standard Deviation(%) | NA | 17.21 | 16.29 | 17.49 | 18.34 | NA | NA | … | … | 18.51 | 18.55 | 13.22 | 16.33 | 21.23 | 16.73 | 36.25 | 11.36 | 11.06 | 6.85 | 13.31 | 11.65 |
| Draw Down(%) | NA | 10.49 | 21.11 | 21.11 | 33.80 | NA | NA | … | … | 10.30 | 17.79 | 8.53 | 18.95 | 15.35 | 16.83 | 33.80 | 6.74 | 15.83 | 2.78 | 8.09 | 5.80 |
| Yield(%) | 0.00 | 4.46 | 3.02 | 4.25 | 5.58 | 4.01 | 3.01 | … | … | 0.00 | 4.09 | 1.11 | 3.84 | 14.33 | 0.92 | 4.24 | 4.56 | 6.20 | 1.49 | 1.39 | 0.17 |
Data as of 06/12/2026, Common starting date is 09/22/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CFSMX (CLARKSTON PARTNERS FUND FOUNDERS CLASS) |
-2.23%
Apr 2021 – Apr 2024 |
-1.96%
May 2021 – May 2026 |
5.93%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CFSMX (CLARKSTON PARTNERS FUND FOUNDERS CLASS) |
17.41%
Mar 2020 – Mar 2023 |
14.93%
Apr 2016 – Apr 2021 |
7.77%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart