Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CMCIX (CAPITAL MANAGEMENT MID-CAP FUND INVESTOR SHARES) | NA | 11.20% | 7.47% | 11.87% | 7.18% | 9.27% | 6.16% | … | … |
Data as of 04/04/2018, Common starting date is 06/29/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CMCIX (CAPITAL MANAGEMENT MID-CAP FUND INVESTOR SHARES) | 06/29/1995 | 04/04/2018 |
| 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 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.60 | 11.20 | 7.47 | 11.87 | 7.18 | 9.27 | 6.16 | … | … | -3.21 | 17.51 | 11.93 | 1.95 | 6.33 | 38.40 | 10.31 | -5.33 | 16.98 | 27.77 | -36.50 | 13.02 | 6.22 | 11.17 | 11.55 | 29.31 | -18.92 | 0.73 | 11.24 | 16.37 | -7.70 | 36.82 | 15.49 | 5.58 |
| Sharpe Ratio | NA | 0.81 | 0.55 | 0.86 | 0.36 | NA | NA | … | … | -0.70 | 1.70 | 0.88 | 0.12 | 0.51 | 2.79 | 0.69 | -0.21 | 0.91 | 1.17 | -1.06 | 0.69 | 0.21 | 0.50 | 0.89 | 1.81 | -0.95 | -0.09 | 0.39 | 0.88 | -0.61 | 2.20 | 1.07 | 0.93 |
| Standard Deviation(%) | NA | 12.77 | 13.34 | 13.48 | 19.54 | NA | NA | … | … | 18.86 | 9.95 | 13.26 | 15.35 | 12.42 | 13.74 | 14.92 | 25.42 | 18.62 | 23.66 | 35.24 | 14.64 | 14.29 | 18.10 | 11.90 | 15.81 | 21.05 | 17.62 | 18.31 | 14.94 | 18.05 | 15.08 | 11.09 | 8.22 |
| Draw Down(%) | NA | 10.24 | 16.47 | 16.47 | 49.93 | NA | NA | … | … | 10.24 | 4.86 | 11.65 | 12.03 | 11.11 | 6.03 | 12.76 | 24.79 | 16.53 | 23.75 | 47.84 | 9.10 | 14.63 | 10.16 | 7.93 | 12.62 | 29.62 | 20.01 | 10.45 | 11.23 | 36.83 | 8.18 | 9.39 | 5.35 |
| Yield(%) | 0.00 | 16.55 | 10.53 | 11.95 | 6.87 | 9.61 | 6.08 | … | … | 0.00 | 16.81 | 12.68 | 4.34 | 9.58 | 13.70 | 0.00 | 2.00 | 0.00 | 0.00 | 0.73 | 18.06 | 3.45 | 9.96 | 7.07 | 0.00 | 0.13 | 0.33 | 17.59 | 8.55 | 0.00 | 17.12 | 1.45 | 1.39 |
Data as of 04/04/2018, Common starting date is 06/29/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMCIX (CAPITAL MANAGEMENT MID-CAP FUND INVESTOR SHARES) |
-14.27%
Feb 2006 – Feb 2009 |
-4.66%
Feb 2004 – Feb 2009 |
1.41%
Feb 1999 – Feb 2009 |
4.08%
Sep 1997 – Sep 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMCIX (CAPITAL MANAGEMENT MID-CAP FUND INVESTOR SHARES) |
22.11%
Sep 2011 – Sep 2014 |
20.58%
Feb 2009 – Feb 2014 |
10.12%
Jan 1996 – Jan 2006 |
9.66%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart