Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CMALX (CRAWFORD MULTI-ASSET INCOME FUND CRAWFORD MULTI-ASSET INCOME FUND) | 5.84% | 9.25% | 10.19% | 5.83% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/13/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CMALX (CRAWFORD MULTI-ASSET INCOME FUND CRAWFORD MULTI-ASSET INCOME FUND) | 09/13/2017 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.33 | 9.25 | 10.19 | 5.83 | NA | NA | NA | … | … | 5.84 | 5.27 | 11.36 | 6.43 | -0.99 | 15.89 | -7.00 | 20.25 | -4.86 | 0.30 |
| Sharpe Ratio | NA | 1.05 | 0.96 | 0.38 | NA | NA | NA | … | … | 1.80 | 0.28 | 1.08 | 0.31 | -0.20 | 1.86 | -0.24 | 3.41 | -0.92 | 0.06 |
| Standard Deviation(%) | NA | 5.78 | 7.76 | 9.01 | NA | NA | NA | … | … | 6.18 | 8.55 | 7.14 | 9.08 | 12.05 | 8.54 | 30.55 | 5.50 | 6.80 | 3.17 |
| Draw Down(%) | NA | 4.49 | 7.66 | 12.68 | NA | NA | NA | … | … | 4.49 | 7.61 | 5.24 | 9.59 | 12.68 | 4.83 | 39.03 | 2.81 | 10.74 | 2.08 |
| Yield(%) | 0.00 | 7.14 | 5.78 | 4.78 | 4.02 | 2.68 | 2.01 | … | … | 1.36 | 7.40 | 4.18 | 4.73 | 4.62 | 3.64 | 3.28 | 5.77 | 4.41 | 0.98 |
Data as of 06/04/2026, Common starting date is 09/13/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMALX (CRAWFORD MULTI-ASSET INCOME FUND CRAWFORD MULTI-ASSET INCOME FUND) |
-1.28%
Oct 2017 – Oct 2020 |
3.27%
Sep 2018 – Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMALX (CRAWFORD MULTI-ASSET INCOME FUND CRAWFORD MULTI-ASSET INCOME FUND) |
13.87%
Mar 2020 – Mar 2023 |
12.84%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart