Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CLVFX (CROFT VALUE FUND CLASS R) | NA | -34.73% | -13.09% | -2.87% | -1.23% | 4.39% | 3.03% | 5.04% |
Data as of 11/30/2017, AR inception is 12/28/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CLVFX (CROFT VALUE FUND CLASS R) | 12/28/1995 | 11/30/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -44.64 | -34.73 | -13.09 | -2.87 | -1.23 | 4.39 | 3.03 | 5.04 | 16.23 | 7.11 | -22.59 | 6.46 | 23.70 | 16.18 | -7.03 | 18.58 | 38.13 | -42.84 | 19.10 | 10.32 | 18.92 | 9.98 | 34.45 | -25.75 | -1.49 | 14.87 | 11.23 | -2.26 | 11.23 | 15.16 | 0.54 |
| Sharpe Ratio | NA | 2.25 | 0.36 | 0.66 | 0.20 | NA | NA | 0.21 | 2.28 | 0.40 | -0.93 | 0.51 | 1.94 | 1.08 | -0.27 | 0.96 | 1.20 | -1.06 | 1.02 | 0.50 | 1.20 | 0.73 | 1.94 | -1.00 | -0.17 | 0.50 | 0.49 | -0.24 | 1.16 | 1.19 | NA |
| Standard Deviation(%) | NA | 7.69 | 14.73 | 13.78 | 22.40 | NA | NA | 20.09 | 7.55 | 17.31 | 24.34 | 12.71 | 12.17 | 15.10 | 26.50 | 19.27 | 31.74 | 41.11 | 15.77 | 13.97 | 13.94 | 12.38 | 17.37 | 26.87 | 23.43 | 21.66 | 16.28 | 22.96 | 15.64 | 9.74 | 0.00 |
| Draw Down(%) | NA | 3.07 | 25.92 | 26.09 | 56.94 | NA | NA | 56.94 | 3.07 | 16.64 | 24.76 | 12.62 | 6.62 | 12.36 | 27.99 | 15.92 | 28.09 | 54.59 | 12.19 | 9.64 | 7.37 | 11.44 | 14.52 | 38.75 | 29.03 | 12.02 | 19.17 | 37.81 | 10.28 | 5.46 | 0.00 |
| Yield(%) | 0.00 | 52.17 | 21.91 | 18.31 | 9.35 | 13.12 | 8.78 | 12.82 | 49.42 | 3.56 | 14.30 | 17.25 | 15.57 | 0.91 | 0.50 | 2.92 | 0.15 | 0.61 | 4.08 | 5.79 | 7.64 | 1.29 | 0.15 | 0.07 | 1.54 | 0.13 | 1.64 | 0.00 | 14.07 | 0.54 | 0.90 |
Data as of 11/30/2017, AR inception is 12/28/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CLVFX (CROFT VALUE FUND CLASS R) |
-14.26%
Feb 2006 - Feb 2009 |
-4.51%
Mar 1998 - Mar 2003 |
0.66%
Feb 1999 - Feb 2009 |
4.03%
Jan 2001 - Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CLVFX (CROFT VALUE FUND CLASS R) |
26.72%
Feb 2009 - Feb 2012 |
21.59%
Feb 2009 - Feb 2014 |
10.23%
Mar 2003 - Mar 2013 |
9.25%
Sep 2002 - Sep 2017 |
Annualized Rolling Returns Comparison Chart