Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CLERX (CLS GROWTH AND INCOME FUND CLS GROWTH AND INCOME FUND) | NA | -4.19% | 3.55% | 3.70% | 4.27% | 2.42% | 2.55% | … | … |
Data as of 02/03/2022, Common starting date is 12/30/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CLERX (CLS GROWTH AND INCOME FUND CLS GROWTH AND INCOME FUND) | 12/30/1997 | 02/03/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 | -4.19 | 3.55 | 3.70 | 4.27 | 2.42 | 2.55 | … | … | 0.95 | -2.70 | 3.70 | 14.98 | -6.58 | 12.19 | 7.17 | -3.19 | 2.19 | 10.69 | 11.18 | 0.11 | 12.18 | 20.57 | -32.41 | -0.55 | 3.31 | 2.96 | 4.78 | 14.99 | -13.64 | -12.15 | -5.19 | 16.62 | 6.89 | 0.41 |
| Sharpe Ratio | NA | -0.32 | 0.24 | 0.27 | 0.43 | NA | NA | … | … | 2.98 | -0.21 | 0.20 | 2.19 | -1.04 | 3.25 | 0.93 | -0.42 | 0.41 | 1.88 | 1.44 | 0.01 | 1.33 | 1.38 | -1.32 | -0.30 | -0.01 | 0.12 | 0.63 | 1.62 | -1.32 | -0.78 | -0.60 | 1.31 | 0.32 | NA |
| Standard Deviation(%) | NA | 13.02 | 13.07 | 10.86 | 9.07 | NA | NA | … | … | 3.64 | 13.21 | 17.48 | 6.18 | 7.65 | 3.56 | 7.45 | 7.69 | 5.34 | 5.65 | 7.79 | 14.06 | 9.07 | 14.87 | 25.19 | 12.29 | 7.72 | 5.70 | 6.06 | 8.82 | 11.22 | 19.05 | 15.59 | 10.13 | 10.87 | 0.00 |
| Draw Down(%) | NA | 11.79 | 22.89 | 22.89 | 22.89 | NA | NA | … | … | 0.58 | 11.79 | 22.89 | 3.96 | 11.81 | 1.45 | 4.72 | 8.83 | 4.30 | 4.86 | 5.71 | 13.12 | 6.48 | 15.36 | 39.50 | 9.73 | 5.73 | 3.60 | 5.64 | 8.39 | 19.17 | 18.84 | 14.94 | 6.66 | 16.59 | 0.00 |
| Yield(%) | 0.00 | 17.44 | 7.89 | 6.75 | 5.27 | 3.44 | 3.04 | … | … | 9.45 | 9.48 | 1.37 | 2.92 | 4.98 | 5.68 | 2.27 | 1.86 | 1.74 | 7.34 | 1.89 | 2.15 | 3.07 | 0.00 | 0.00 | 0.00 | 0.00 | 2.60 | 0.00 | 0.00 | 0.00 | 0.00 | 0.16 | 1.51 | 1.39 | 1.40 |
Data as of 02/03/2022, Common starting date is 12/30/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CLERX (CLS GROWTH AND INCOME FUND CLS GROWTH AND INCOME FUND) |
-15.03%
Feb 2006 – Feb 2009 |
-7.98%
Feb 2004 – Feb 2009 |
-4.10%
Feb 1999 – Feb 2009 |
-0.27%
Sep 2000 – Sep 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CLERX (CLS GROWTH AND INCOME FUND CLS GROWTH AND INCOME FUND) |
16.74%
Feb 2009 – Feb 2012 |
13.11%
Feb 2009 – Feb 2014 |
8.09%
Feb 2009 – Feb 2019 |
3.98%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart