Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CISMX (CLARKSTON PARTNERS FUND INSTITUTIONAL CLASS) | 0.00% | 0.72% | 0.42% | -1.75% | 5.96% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/22/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CISMX (CLARKSTON PARTNERS FUND INSTITUTIONAL CLASS) | 09/22/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.12 | 0.72 | 0.42 | -1.75 | 5.96 | NA | NA | … | … | 0.00 | -8.38 | 4.49 | 6.41 | -0.40 | 7.95 | 17.42 | 23.94 | -7.16 | 12.83 | 15.52 | 2.16 |
| Sharpe Ratio | NA | -0.24 | -0.16 | -0.26 | 0.23 | NA | NA | … | … | -0.33 | -0.61 | 0.07 | 0.17 | -0.09 | 0.47 | 0.47 | 1.99 | -0.78 | 1.79 | 1.15 | 0.68 |
| Standard Deviation(%) | NA | 16.94 | 16.29 | 17.44 | 18.31 | NA | NA | … | … | 18.54 | 18.57 | 13.20 | 16.33 | 21.26 | 16.75 | 36.19 | 11.32 | 11.06 | 6.83 | 13.35 | 11.73 |
| Draw Down(%) | NA | 10.54 | 21.20 | 21.20 | 33.80 | NA | NA | … | … | 10.32 | 17.81 | 8.53 | 18.95 | 15.34 | 16.87 | 33.80 | 6.69 | 15.84 | 2.78 | 8.19 | 5.75 |
| Yield(%) | 0.00 | 4.48 | 3.07 | 4.15 | 5.39 | 3.97 | 2.98 | … | … | 0.00 | 4.08 | 1.08 | 3.83 | 14.37 | 0.88 | 4.22 | 4.53 | 6.18 | 1.45 | 1.35 | 0.12 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| CISMX (CLARKSTON PARTNERS FUND INSTITUTIONAL CLASS) |
-2.32%
Apr 2021 – Apr 2024 |
-2.06%
May 2021 – May 2026 |
5.82%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CISMX (CLARKSTON PARTNERS FUND INSTITUTIONAL CLASS) |
17.28%
Mar 2020 – Mar 2023 |
14.78%
Apr 2016 – Apr 2021 |
7.65%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart