Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CMOVX (CM ADVISORS SMALL CAP VALUE FUND CM ADVISORS SMALL CAP VALUE FUND) | NA | -10.91% | -5.31% | -2.15% | NA | NA | NA | … | … |
Data as of 08/20/2020, Common starting date is 04/19/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CMOVX (CM ADVISORS SMALL CAP VALUE FUND CM ADVISORS SMALL CAP VALUE FUND) | 04/19/2011 | 08/20/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -10.91 | -5.31 | -2.15 | NA | NA | NA | … | … | -19.03 | 8.09 | -23.27 | -1.41 | 56.60 | -27.15 | -9.20 | 26.64 | 18.49 | -8.08 |
| Sharpe Ratio | NA | -0.35 | -0.25 | -0.11 | NA | NA | NA | … | … | -0.76 | 0.29 | -1.05 | -0.11 | 2.11 | -1.26 | -0.63 | 1.80 | 1.10 | -0.32 |
| Standard Deviation(%) | NA | 32.60 | 26.30 | 25.79 | NA | NA | NA | … | … | 37.62 | 23.39 | 23.39 | 18.56 | 26.56 | 21.52 | 14.56 | 14.80 | 16.86 | 35.27 |
| Draw Down(%) | NA | 38.72 | 55.61 | 55.61 | NA | NA | NA | … | … | 38.63 | 26.69 | 35.46 | 24.92 | 16.04 | 31.22 | 20.54 | 8.87 | 12.54 | 26.09 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.28 | 1.83 | 1.22 | 0.92 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.97 | 0.47 | 5.20 | 5.96 | 3.04 | 1.31 |
Data as of 08/20/2020, Common starting date is 04/19/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMOVX (CM ADVISORS SMALL CAP VALUE FUND CM ADVISORS SMALL CAP VALUE FUND) |
-14.42%
Mar 2017 – Mar 2020 |
-7.09%
Mar 2015 – Mar 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMOVX (CM ADVISORS SMALL CAP VALUE FUND CM ADVISORS SMALL CAP VALUE FUND) |
18.08%
Sep 2015 – Sep 2018 |
9.22%
Dec 2011 – Dec 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart