Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CGBNX (CG CORE BALANCED FUND INSTITUTIONAL CLASS) | NA | 6.70% | 13.27% | 7.21% | NA | NA | NA | … | … |
Data as of 10/30/2019, Common starting date is 01/07/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CGBNX (CG CORE BALANCED FUND INSTITUTIONAL CLASS) | 01/07/2014 | 10/30/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.43 | 6.70 | 13.27 | 7.21 | NA | NA | NA | … | … | 12.72 | -6.87 | 32.11 | 3.14 | -4.40 | 8.35 |
| Sharpe Ratio | NA | 0.33 | 0.87 | 0.46 | NA | NA | NA | … | … | 1.05 | -0.45 | 3.51 | 0.20 | -0.30 | 0.65 |
| Standard Deviation(%) | NA | 15.46 | 13.86 | 14.17 | NA | NA | NA | … | … | 13.36 | 18.03 | 9.01 | 14.46 | 14.60 | 12.94 |
| Draw Down(%) | NA | 14.84 | 20.90 | 22.76 | NA | NA | NA | … | … | 7.47 | 20.90 | 2.96 | 14.76 | 13.34 | 8.79 |
| Yield(%) | 19.47 | 25.76 | 11.97 | 7.13 | 3.73 | 2.49 | 1.86 | … | … | 21.97 | 6.05 | 0.42 | 0.72 | 0.26 | 0.73 |
Data as of 10/30/2019, Common starting date is 01/07/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CGBNX (CG CORE BALANCED FUND INSTITUTIONAL CLASS) |
3.62%
Feb 2014 – Feb 2017 |
6.43%
May 2014 – May 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CGBNX (CG CORE BALANCED FUND INSTITUTIONAL CLASS) |
15.41%
Feb 2016 – Feb 2019 |
8.16%
Apr 2014 – Apr 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart