Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CIAOX (CAPITAL ADVISORS GROWTH FUND INVESTOR CLASS) | 5.97% | 19.02% | 19.52% | 8.69% | 11.92% | 11.54% | 9.57% | … | … |
Data as of 06/04/2026, Common starting date is 03/28/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CIAOX (CAPITAL ADVISORS GROWTH FUND INVESTOR CLASS) | 03/28/2000 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.21 | 19.02 | 19.52 | 8.69 | 11.92 | 11.54 | 9.57 | … | … | 5.97 | 16.47 | 23.36 | 24.35 | -19.79 | 10.02 | 21.33 | 34.82 | -4.80 | 14.98 | 9.71 | -3.22 | 12.58 | 29.10 | 12.74 | 1.44 | 11.54 | 21.74 | -29.41 | 12.96 | 6.93 | 5.39 | 12.52 | 33.12 | -28.31 | -24.05 | -27.49 |
| Sharpe Ratio | NA | 1.32 | 1.10 | 0.37 | 0.59 | NA | NA | … | … | 0.88 | 0.72 | 1.52 | 1.67 | -0.90 | 0.61 | 0.69 | 2.67 | -0.37 | 2.14 | 0.74 | -0.22 | 1.21 | 2.71 | 0.96 | 0.07 | 0.75 | 1.18 | -0.88 | 0.57 | 0.25 | 0.24 | 0.82 | 1.84 | -1.08 | -0.65 | -0.89 |
| Standard Deviation(%) | NA | 13.29 | 15.15 | 17.35 | 17.59 | NA | NA | … | … | 15.41 | 18.85 | 12.98 | 12.51 | 23.78 | 16.26 | 30.56 | 12.50 | 16.80 | 6.72 | 12.80 | 14.47 | 10.41 | 10.74 | 13.31 | 20.97 | 15.24 | 18.30 | 34.37 | 17.29 | 14.14 | 13.14 | 14.06 | 17.57 | 27.22 | 41.62 | 43.46 |
| Draw Down(%) | NA | 11.74 | 19.23 | 30.93 | 30.93 | NA | NA | … | … | 11.74 | 19.23 | 9.15 | 9.32 | 24.18 | 12.59 | 28.96 | 6.04 | 20.68 | 2.66 | 9.13 | 15.34 | 5.64 | 4.57 | 10.77 | 15.48 | 12.81 | 17.32 | 40.16 | 9.77 | 14.80 | 12.83 | 11.03 | 12.26 | 36.18 | 49.97 | 36.29 |
| Yield(%) | 0.00 | 4.64 | 5.61 | 2.99 | 4.62 | 6.07 | 5.50 | … | … | 0.00 | 4.79 | 9.22 | 0.53 | 0.01 | 0.00 | 0.13 | 4.92 | 6.02 | 8.33 | 0.72 | 5.86 | 10.88 | 3.36 | 0.95 | 0.64 | 1.03 | 0.64 | 0.04 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 03/28/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CIAOX (CAPITAL ADVISORS GROWTH FUND INVESTOR CLASS) |
-22.97%
Aug 2000 – Aug 2003 |
-10.51%
Aug 2000 – Aug 2005 |
-4.99%
Aug 2000 – Aug 2010 |
0.52%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CIAOX (CAPITAL ADVISORS GROWTH FUND INVESTOR CLASS) |
22.61%
Sep 2022 – Sep 2025 |
17.42%
Feb 2009 – Feb 2014 |
14.29%
Sep 2011 – Sep 2021 |
12.24%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart