Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CMBEX (Curasset Capital Management Core Bond Fund Founders Class) | 0.09% | 3.74% | 4.08% | NA | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 12/01/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CMBEX (Curasset Capital Management Core Bond Fund Founders Class) | 12/01/2021 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.34 | 3.74 | 4.08 | NA | NA | NA | NA | … | … | 0.09 | 6.35 | 2.39 | 6.41 | -9.85 | 0.20 |
| Sharpe Ratio | NA | 0.32 | 0.18 | NA | NA | NA | NA | … | … | -0.68 | 0.85 | -0.26 | 0.52 | -2.05 | 1.07 |
| Standard Deviation(%) | NA | 3.39 | 4.51 | NA | NA | NA | NA | … | … | 3.41 | 4.08 | 4.75 | 5.39 | 5.52 | 2.24 |
| Draw Down(%) | NA | 2.36 | 4.28 | NA | NA | NA | NA | … | … | 2.36 | 2.44 | 3.69 | 4.35 | 12.70 | 0.40 |
| Yield(%) | 0.00 | 4.84 | 4.59 | 3.19 | 1.60 | 1.06 | 0.80 | … | … | 1.88 | 4.76 | 4.59 | 4.10 | 2.36 | 0.00 |
Data as of 06/05/2026, Common starting date is 12/01/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMBEX (Curasset Capital Management Core Bond Fund Founders Class) |
0.19%
Jan 2022 – Jan 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMBEX (Curasset Capital Management Core Bond Fund Founders Class) |
5.82%
Oct 2022 – Oct 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart