Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CMAFX (CM ADVISORS FUND CM ADVISORS FUND) | NA | 2.24% | 2.84% | 0.72% | 3.11% | NA | NA | … | … |
Data as of 03/09/2018, Common starting date is 08/26/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CMAFX (CM ADVISORS FUND CM ADVISORS FUND) | 08/26/2003 | 03/09/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.60 | 2.24 | 2.84 | 0.72 | 3.11 | NA | NA | … | … | -3.88 | -1.33 | 42.15 | -22.85 | -10.83 | 20.66 | 15.19 | -3.53 | 11.55 | 27.88 | -33.51 | -7.03 | 12.70 | 10.11 | 6.69 | 3.82 |
| Sharpe Ratio | NA | 0.09 | 0.12 | 0.03 | 0.13 | NA | NA | … | … | -0.94 | -0.13 | 1.70 | -1.21 | -0.85 | 1.69 | 1.13 | -0.15 | 0.67 | 1.04 | -0.92 | -0.74 | 1.18 | 0.99 | 1.89 | 3.33 |
| Standard Deviation(%) | NA | 16.12 | 20.49 | 17.84 | 21.53 | NA | NA | … | … | 21.46 | 15.42 | 24.57 | 18.93 | 12.71 | 12.21 | 13.51 | 22.99 | 17.14 | 26.69 | 37.27 | 13.70 | 8.04 | 8.03 | 3.04 | 3.21 |
| Draw Down(%) | NA | 14.70 | 34.59 | 44.78 | 48.54 | NA | NA | … | … | 14.70 | 21.83 | 13.94 | 26.55 | 20.95 | 6.13 | 11.30 | 20.49 | 17.18 | 29.21 | 44.47 | 13.73 | 5.66 | 4.72 | 1.65 | 1.07 |
| Yield(%) | 0.00 | 0.56 | 0.44 | 0.30 | 0.76 | 1.61 | 1.20 | … | … | 0.00 | 0.51 | 0.48 | 0.33 | 0.22 | 0.00 | 0.55 | 0.25 | 0.39 | 0.42 | 3.76 | 3.56 | 4.69 | 6.02 | 0.28 | 0.00 |
Data as of 03/09/2018, Common starting date is 08/26/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMAFX (CM ADVISORS FUND CM ADVISORS FUND) |
-18.48%
Feb 2006 – Feb 2009 |
-8.33%
Feb 2004 – Feb 2009 |
-1.81%
Jan 2006 – Jan 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMAFX (CM ADVISORS FUND CM ADVISORS FUND) |
23.53%
Feb 2009 – Feb 2012 |
19.46%
Feb 2009 – Feb 2014 |
4.93%
Jun 2004 – Jun 2014 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart