Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
CLLA (Clayton & Lambert Manufacturing Co) NA 0.00% 15.41% 9.41% NA NA NA
Data as of 09/27/2022, Common starting date is 11/06/2014
More Performance Analytics Comparison
Name Start Date End Date
CLLA (Clayton & Lambert Manufacturing Co) 11/06/2014 09/27/2022
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
Annualized Return (%) 0.00 0.00 15.41 9.41 NA NA NA 0.00 18.75 29.45 0.00 1.98 -13.43 -12.50 14.29 0.00
Sharpe Ratio NA 0.00 0.84 0.50 NA NA NA 0.00 1.25 1.13 0.00 0.03 -0.98 -0.95 0.31 0.00
Standard Deviation(%) NA 0.00 17.90 17.30 NA NA NA NA 19.29 25.76 NA 23.16 14.45 13.35 46.45 NA
Draw Down(%) NA 0.00 0.00 14.19 NA NA NA 0.00 0.00 0.00 0.00 14.19 13.43 12.50 27.76 0.00
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 09/27/2022, Common starting date is 11/06/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CLLA (Clayton & Lambert Manufacturing Co) -9.69%
Mar 2015 – Mar 2018
-2.63%
Feb 2015 – Feb 2020
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CLLA (Clayton & Lambert Manufacturing Co) 15.44%
Mar 2018 – Mar 2021
9.42%
Sep 2015 – Sep 2020
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return