Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CMSVX (CAPITAL MANAGEMENT SMALL-CAP FUND INVESTOR SHARES) | NA | -2.00% | -0.58% | 3.36% | 5.33% | 8.03% | NA | … | … |
Data as of 04/04/2018, Common starting date is 04/15/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CMSVX (CAPITAL MANAGEMENT SMALL-CAP FUND INVESTOR SHARES) | 04/15/2002 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.13 | -2.00 | -0.58 | 3.36 | 5.33 | 8.03 | NA | … | … | -3.99 | 1.91 | 19.29 | -14.44 | -5.77 | 38.63 | 10.69 | 5.84 | 28.03 | 20.92 | -30.92 | 6.41 | 14.92 | 5.51 | 10.72 | 31.61 | -16.48 |
| Sharpe Ratio | NA | -0.19 | -0.05 | 0.21 | 0.24 | NA | NA | … | … | -0.82 | 0.10 | 1.28 | -0.90 | -0.37 | 2.66 | 0.75 | 0.21 | 1.39 | 0.82 | -0.88 | 0.21 | 0.69 | 0.23 | 0.66 | 2.00 | -1.14 |
| Standard Deviation(%) | NA | 14.42 | 14.91 | 15.21 | 21.06 | NA | NA | … | … | 19.40 | 12.49 | 14.80 | 16.16 | 15.50 | 14.53 | 14.39 | 27.25 | 20.03 | 25.29 | 36.13 | 16.30 | 16.93 | 14.72 | 14.74 | 15.49 | 20.40 |
| Draw Down(%) | NA | 10.13 | 25.66 | 30.08 | 48.28 | NA | NA | … | … | 10.13 | 10.90 | 10.44 | 18.82 | 15.71 | 5.31 | 12.73 | 23.05 | 15.18 | 23.93 | 46.95 | 12.14 | 16.97 | 10.16 | 12.36 | 12.79 | 26.89 |
| Yield(%) | 0.00 | 0.93 | 2.02 | 4.06 | 4.34 | 6.85 | 4.14 | … | … | 0.00 | 0.92 | 3.72 | 2.26 | 7.84 | 4.82 | 6.54 | 8.40 | 2.25 | 0.00 | 1.97 | 16.84 | 4.60 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 04/04/2018, Common starting date is 04/15/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMSVX (CAPITAL MANAGEMENT SMALL-CAP FUND INVESTOR SHARES) |
-12.68%
Feb 2006 – Feb 2009 |
-4.20%
Feb 2004 – Feb 2009 |
3.92%
Jan 2006 – Jan 2016 |
6.73%
May 2002 – May 2017 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMSVX (CAPITAL MANAGEMENT SMALL-CAP FUND INVESTOR SHARES) |
26.70%
Feb 2009 – Feb 2012 |
24.04%
Feb 2009 – Feb 2014 |
10.92%
Mar 2003 – Mar 2013 |
8.45%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart