Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CLINX (CROFT INCOME FUND CROFT INCOME FUND) | NA | -34.53% | -12.78% | -7.66% | -2.15% | NA | NA | … | … |
Data as of 11/30/2017, Common starting date is 07/18/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CLINX (CROFT INCOME FUND CROFT INCOME FUND) | 07/18/2003 | 11/30/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -35.22 | -34.53 | -12.78 | -7.66 | -2.15 | NA | NA | … | … | -34.60 | 2.65 | -0.90 | 0.26 | 0.48 | 3.31 | 3.40 | 5.66 | 12.45 | -5.33 | 3.11 | 4.49 | 2.41 | 3.61 | 3.95 |
| Sharpe Ratio | NA | -0.81 | -0.52 | -0.40 | -0.17 | NA | NA | … | … | -0.83 | 1.93 | -0.82 | 0.23 | 0.40 | 2.59 | 1.57 | 1.97 | 2.64 | -1.58 | -0.01 | 0.29 | 0.04 | 0.73 | 1.41 |
| Standard Deviation(%) | NA | 43.44 | 25.08 | 19.46 | 13.96 | NA | NA | … | … | 45.37 | 1.26 | 1.13 | 1.05 | 1.13 | 1.26 | 2.15 | 2.83 | 4.67 | 3.97 | 4.14 | 3.74 | 3.82 | 3.62 | 5.83 |
| Draw Down(%) | NA | 35.32 | 35.32 | 35.32 | 35.32 | NA | NA | … | … | 35.32 | 0.81 | 1.95 | 0.84 | 1.30 | 0.80 | 1.49 | 1.88 | 3.09 | 8.58 | 2.45 | 1.39 | 2.50 | 3.85 | 4.50 |
| Yield(%) | 0.00 | 1.69 | 1.51 | 1.59 | 2.52 | 2.88 | 2.16 | … | … | 1.69 | 1.28 | 1.37 | 1.48 | 1.88 | 2.48 | 3.47 | 2.95 | 4.35 | 4.09 | 5.21 | 5.02 | 4.50 | 3.21 | 0.75 |
Data as of 11/30/2017, Common starting date is 07/18/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CLINX (CROFT INCOME FUND CROFT INCOME FUND) |
-0.18%
Feb 2013 – Feb 2016 |
0.75%
Oct 2012 – Oct 2017 |
2.10%
Oct 2007 – Oct 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CLINX (CROFT INCOME FUND CROFT INCOME FUND) |
8.02%
Feb 2009 – Feb 2012 |
5.45%
Oct 2008 – Oct 2013 |
3.84%
Aug 2003 – Aug 2013 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart