Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CVSDX (Multi-Manager Value Strategies Fund Institutional 3 Class) | NA | 15.69% | 6.10% | NA | NA | NA | NA | … | … |
Data as of 04/19/2024, Common starting date is 12/19/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CVSDX (Multi-Manager Value Strategies Fund Institutional 3 Class) | 12/19/2019 | 04/19/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.57 | 15.69 | 6.10 | NA | NA | NA | NA | … | … | 5.26 | 12.04 | -7.84 | 25.61 | 5.97 | 0.62 |
| Sharpe Ratio | NA | 1.06 | 0.25 | NA | NA | NA | NA | … | … | 1.57 | 0.60 | -0.45 | 1.93 | 0.16 | 4.79 |
| Standard Deviation(%) | NA | 11.20 | 15.63 | NA | NA | NA | NA | … | … | 9.48 | 12.98 | 20.69 | 13.24 | 36.00 | 5.02 |
| Draw Down(%) | NA | 10.57 | 19.76 | NA | NA | NA | NA | … | … | 5.15 | 10.57 | 19.76 | 5.40 | 37.40 | 0.48 |
| Yield(%) | 0.00 | 6.82 | 8.02 | 6.28 | 3.14 | 2.09 | 1.57 | … | … | 0.41 | 6.95 | 9.76 | 9.48 | 2.59 | 0.00 |
Data as of 04/19/2024, Common starting date is 12/19/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CVSDX (Multi-Manager Value Strategies Fund Institutional 3 Class) |
8.22%
Nov 2020 – Nov 2023 |
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 |
|---|---|---|---|---|
| CVSDX (Multi-Manager Value Strategies Fund Institutional 3 Class) |
18.34%
Mar 2020 – Mar 2023 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart