Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CLDBX (Compass Capital Low Dutation) | 0.44% | 4.18% | 5.34% | 2.22% | 2.39% | 2.28% | 2.71% | … | … |
Data as of 06/04/2026, Common starting date is 06/27/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CLDBX (Compass Capital Low Dutation) | 06/27/1997 | 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 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.18 | 5.34 | 2.22 | 2.39 | 2.28 | 2.71 | … | … | 0.44 | 6.40 | 5.25 | 5.84 | -5.56 | -0.20 | 3.56 | 4.82 | 1.10 | 1.97 | 1.93 | 0.87 | 1.61 | 1.36 | 5.27 | 2.36 | 5.29 | 14.41 | -8.96 | 5.74 | 4.11 | 1.70 | 1.38 | 2.12 | 6.17 | 8.02 | 8.45 | 4.11 | 6.83 | 3.77 |
| Sharpe Ratio | NA | 1.04 | 1.01 | -0.12 | 0.36 | NA | NA | … | … | -0.53 | 1.71 | 0.73 | 0.71 | -2.40 | -0.27 | 0.99 | 2.36 | -0.25 | 1.24 | 1.52 | 0.71 | 1.35 | 1.10 | 4.15 | 1.47 | 2.85 | 4.67 | -2.40 | 1.24 | 0.39 | -0.37 | 0.26 | 0.74 | 2.28 | 1.98 | 1.90 | 0.33 | 1.47 | 1.94 |
| Standard Deviation(%) | NA | 2.07 | 2.28 | 2.45 | 2.16 | NA | NA | … | … | 2.17 | 2.07 | 2.23 | 3.08 | 2.92 | 0.82 | 3.34 | 1.42 | 1.12 | 1.07 | 1.13 | 1.18 | 1.18 | 1.20 | 1.27 | 1.59 | 1.82 | 3.07 | 4.11 | 2.10 | 1.79 | 1.51 | 1.49 | 1.91 | 2.20 | 2.85 | 2.22 | 2.27 | 2.28 | 1.97 |
| Draw Down(%) | NA | 1.41 | 1.41 | 7.50 | 7.50 | NA | NA | … | … | 1.41 | 0.88 | 0.98 | 1.38 | 6.78 | 0.94 | 7.40 | 0.62 | 0.48 | 0.32 | 0.57 | 0.54 | 0.53 | 1.74 | 0.51 | 1.52 | 1.08 | 1.60 | 12.70 | 0.85 | 0.71 | 0.69 | 1.40 | 1.20 | 1.29 | 1.58 | 0.62 | 0.70 | 1.02 | 0.40 |
| Yield(%) | 0.00 | 4.32 | 4.50 | 3.34 | 2.80 | 2.61 | 2.95 | … | … | 1.52 | 4.71 | 4.57 | 4.10 | 2.27 | 1.28 | 2.12 | 2.76 | 2.55 | 2.06 | 1.82 | 1.90 | 2.32 | 2.16 | 2.71 | 2.86 | 2.91 | 5.00 | 4.61 | 4.60 | 4.12 | 3.66 | 2.06 | 3.28 | 4.35 | 6.21 | 6.33 | 6.12 | 5.94 | 3.41 |
Data as of 06/04/2026, Common starting date is 06/27/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CLDBX (Compass Capital Low Dutation) |
-0.94%
Feb 2020 – Feb 2023 |
0.55%
Nov 2003 – Nov 2008 |
1.10%
Oct 2012 – Oct 2022 |
1.76%
Feb 2008 – Feb 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CLDBX (Compass Capital Low Dutation) |
7.57%
Jan 2000 – Jan 2003 |
6.76%
Aug 1997 – Aug 2002 |
4.93%
Feb 1998 – Feb 2008 |
4.40%
Aug 1997 – Aug 2012 |
Annualized Rolling Returns Comparison Chart