Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CMRVX (CM Advisors Small Cap Value R) | NA | -14.77% | 8.61% | NA | NA | NA | NA | … | … |
Data as of 06/16/2015, Common starting date is 07/19/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CMRVX (CM Advisors Small Cap Value R) | 07/19/2011 | 06/16/2015 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -14.77 | 8.61 | NA | NA | NA | NA | … | … | -2.06 | -9.06 | 26.35 | 18.29 | -11.89 |
| Sharpe Ratio | NA | -1.10 | 0.59 | NA | NA | NA | NA | … | … | -0.41 | -0.62 | 1.78 | 1.09 | -0.57 |
| Standard Deviation(%) | NA | 13.48 | 14.42 | NA | NA | NA | NA | … | … | 10.89 | 14.60 | 14.78 | 16.84 | 42.31 |
| Draw Down(%) | NA | 20.79 | 20.79 | NA | NA | NA | NA | … | … | 5.52 | 20.19 | 8.88 | 12.45 | 25.66 |
| Yield(%) | 0.00 | 4.95 | 5.51 | 3.03 | 1.51 | 1.01 | 0.76 | … | … | 0.00 | 5.21 | 5.96 | 2.85 | 0.00 |
Data as of 06/16/2015, Common starting date is 07/19/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMRVX (CM Advisors Small Cap Value R) |
5.46%
Mar 2012 – Mar 2015 |
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 |
|---|---|---|---|---|
| CMRVX (CM Advisors Small Cap Value R) |
16.57%
Aug 2011 – Aug 2014 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart