Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CMGUX (CMG ULTRA SHORT TERM BOND FUND CMG ULTRA SHORT TERM BOND FUND) | 1.23% | 4.13% | 5.43% | 3.97% | 2.84% | 2.10% | 2.17% | … | … |
Data as of 06/04/2026, Common starting date is 03/09/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CMGUX (CMG ULTRA SHORT TERM BOND FUND CMG ULTRA SHORT TERM BOND FUND) | 03/09/2004 | 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 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.13 | 5.43 | 3.97 | 2.84 | 2.10 | 2.17 | … | … | 1.23 | 4.89 | 6.14 | 6.29 | 1.40 | 0.34 | 1.77 | 2.98 | 1.73 | 1.35 | 1.09 | 0.29 | 0.38 | 0.33 | 1.41 | 0.79 | 1.38 | 4.23 | 0.34 | 2.19 | 4.67 | -1.73 | -1.90 |
| Sharpe Ratio | NA | 1.42 | 1.54 | 1.12 | 1.08 | NA | NA | … | … | 0.42 | 1.43 | 1.63 | 1.80 | -0.03 | 0.61 | 1.00 | 1.66 | 0.48 | 1.62 | 2.05 | 0.42 | 0.75 | 0.53 | 2.57 | 0.99 | 1.11 | 3.15 | -0.35 | -0.49 | 0.24 | -4.44 | -3.85 |
| Standard Deviation(%) | NA | 1.41 | 1.47 | 1.30 | 1.12 | NA | NA | … | … | 1.26 | 1.41 | 1.54 | 1.48 | 1.03 | 0.51 | 1.51 | 0.91 | 0.73 | 0.43 | 0.43 | 0.61 | 0.49 | 0.56 | 0.53 | 0.77 | 1.16 | 1.31 | 1.82 | 1.95 | 5.13 | 0.90 | 0.88 |
| Draw Down(%) | NA | 0.22 | 0.32 | 0.62 | 3.09 | NA | NA | … | … | 0.22 | 0.32 | 0.11 | 0.22 | 0.60 | 0.16 | 3.09 | 0.11 | 0.11 | 0.11 | 0.11 | 0.18 | 0.17 | 0.28 | 0.11 | 0.34 | 0.46 | 0.33 | 2.07 | 1.56 | 3.42 | 1.83 | 2.00 |
| Yield(%) | 0.00 | 4.05 | 4.53 | 3.32 | 2.47 | 1.87 | 2.19 | … | … | 1.33 | 4.66 | 4.90 | 3.91 | 1.37 | 0.63 | 1.53 | 2.51 | 1.83 | 1.23 | 0.87 | 0.40 | 0.38 | 0.55 | 0.96 | 1.67 | 2.46 | 3.08 | 4.17 | 4.55 | 4.56 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 03/09/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMGUX (CMG ULTRA SHORT TERM BOND FUND CMG ULTRA SHORT TERM BOND FUND) |
0.33%
Dec 2012 – Dec 2015 |
0.61%
Apr 2011 – Apr 2016 |
0.98%
Mar 2010 – Mar 2020 |
1.20%
Apr 2004 – Apr 2019 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMGUX (CMG ULTRA SHORT TERM BOND FUND CMG ULTRA SHORT TERM BOND FUND) |
5.77%
Oct 2022 – Oct 2025 |
4.00%
Apr 2021 – Apr 2026 |
2.86%
Apr 2016 – Apr 2026 |
2.10%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison Chart