Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CMEIX (CAPITAL MANAGEMENT MID-CAP FUND INSTITUTIONAL SHARES) | NA | -21.64% | 1.47% | 2.99% | 10.60% | 6.52% | 6.91% | … | … |
Data as of 12/20/2018, Common starting date is 03/30/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CMEIX (CAPITAL MANAGEMENT MID-CAP FUND INSTITUTIONAL SHARES) | 03/30/1995 | 12/20/2018 |
| 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 (%) | -6.27 | -21.64 | 1.47 | 2.99 | 10.60 | 6.52 | 6.91 | … | … | -22.25 | 18.44 | 12.77 | 2.74 | 6.88 | 38.18 | 11.12 | -4.64 | 17.90 | 29.65 | -34.87 | 13.82 | 6.87 | 12.04 | 12.36 | 30.27 | -17.51 | 0.04 | 12.08 | 17.21 | -6.99 | 37.65 | 15.92 | 11.42 |
| Sharpe Ratio | NA | -1.01 | 0.07 | 0.17 | 0.57 | NA | NA | … | … | -1.04 | 1.80 | 0.94 | 0.14 | 0.55 | 2.84 | 0.75 | -0.18 | 0.96 | 1.25 | -1.01 | 0.74 | 0.25 | 0.57 | 0.96 | 1.88 | -0.88 | -0.13 | 0.46 | 0.94 | -0.57 | -1.15 | 1.15 | 1.31 |
| Standard Deviation(%) | NA | 22.67 | 14.84 | 15.38 | 17.94 | NA | NA | … | … | 23.12 | 9.96 | 13.28 | 19.04 | 12.43 | 13.41 | 14.90 | 25.47 | 18.60 | 23.69 | 35.47 | 14.67 | 14.30 | 17.43 | 11.86 | 15.74 | 21.10 | 17.59 | 17.65 | 14.86 | 18.08 | 15.22 | 10.69 | 8.85 |
| Draw Down(%) | NA | 26.07 | 26.07 | 26.07 | 26.07 | NA | NA | … | … | 26.07 | 4.79 | 11.55 | 11.90 | 11.05 | 5.95 | 12.67 | 24.45 | 16.38 | 23.66 | 47.63 | 9.07 | 14.58 | 9.60 | 7.70 | 12.55 | 29.56 | 19.72 | 10.27 | 11.05 | 36.64 | 8.22 | 9.66 | 5.71 |
| Yield(%) | 0.00 | 0.00 | 8.14 | 7.23 | 9.91 | 7.04 | 7.54 | … | … | 0.00 | 13.42 | 10.44 | 3.63 | 8.16 | 11.87 | 0.00 | 1.76 | 0.00 | 0.94 | 1.80 | 16.68 | 3.21 | 9.37 | 6.74 | 0.00 | 0.06 | 0.46 | 17.74 | 8.60 | 0.03 | 16.96 | 2.04 | 1.84 |
Data as of 12/20/2018, Common starting date is 03/30/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMEIX (CAPITAL MANAGEMENT MID-CAP FUND INSTITUTIONAL SHARES) |
-13.17%
Feb 2006 – Feb 2009 |
-3.64%
Feb 2004 – Feb 2009 |
2.27%
Feb 1999 – Feb 2009 |
4.98%
Sep 1997 – Sep 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMEIX (CAPITAL MANAGEMENT MID-CAP FUND INSTITUTIONAL SHARES) |
23.67%
Apr 1995 – Apr 1998 |
21.46%
Feb 2009 – Feb 2014 |
10.90%
Jan 1996 – Jan 2006 |
10.58%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart