Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CIMDX (CLARKSTON FOUNDERS FUND INSTITUTIONAL CLASS) | -4.16% | 2.70% | 5.94% | 0.70% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/01/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CIMDX (CLARKSTON FOUNDERS FUND INSTITUTIONAL CLASS) | 02/01/2017 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.25 | 2.70 | 5.94 | 0.70 | NA | NA | NA | … | … | -4.16 | 7.35 | 5.67 | 10.38 | -3.67 | 6.24 | 23.21 | 23.71 | -7.82 | 11.25 |
| Sharpe Ratio | NA | -0.03 | 0.18 | -0.12 | NA | NA | NA | … | … | -0.78 | 0.26 | 0.18 | 0.47 | -0.26 | 0.44 | 0.64 | 2.30 | -0.89 | 2.03 |
| Standard Deviation(%) | NA | 15.82 | 14.99 | 15.94 | NA | NA | NA | … | … | 17.91 | 17.41 | 11.40 | 14.56 | 19.80 | 14.20 | 35.73 | 9.67 | 10.34 | 5.76 |
| Draw Down(%) | NA | 11.30 | 14.82 | 20.67 | NA | NA | NA | … | … | 11.30 | 13.17 | 6.81 | 15.54 | 15.58 | 16.87 | 31.86 | 4.98 | 15.09 | 3.02 |
| Yield(%) | 0.00 | 3.37 | 2.03 | 2.10 | 2.62 | 1.75 | 1.31 | … | … | 0.00 | 3.38 | 0.47 | 1.76 | 5.72 | 0.47 | 1.12 | 3.99 | 2.06 | 0.45 |
Data as of 06/04/2026, Common starting date is 02/01/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CIMDX (CLARKSTON FOUNDERS FUND INSTITUTIONAL CLASS) |
-1.78%
Apr 2021 – Apr 2024 |
0.58%
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 |
|---|---|---|---|---|
| CIMDX (CLARKSTON FOUNDERS FUND INSTITUTIONAL CLASS) |
18.35%
May 2018 – May 2021 |
12.52%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart