Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CVTGF (Clairvest Group Inc) | 0.00% | 1.50% | -4.71% | 7.13% | 11.50% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 12/23/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CVTGF (Clairvest Group Inc) | 12/23/2011 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 1.50 | -4.71 | 7.13 | 11.50 | NA | NA | … | … | 0.00 | 1.87 | -7.36 | -1.71 | 14.53 | 32.82 | 9.60 | 3.35 | 26.59 | 31.11 | -2.12 | 3.32 | 4.39 | 24.35 | 13.86 | 0.60 |
| Sharpe Ratio | NA | -0.92 | -0.51 | 0.20 | 0.42 | NA | NA | … | … | 0.00 | -0.58 | -1.40 | -0.28 | 0.54 | 1.00 | 0.32 | 0.18 | 0.92 | 0.87 | -0.13 | 0.44 | 1.29 | 0.95 | 1.19 | 9.63 |
| Standard Deviation(%) | NA | 1.37 | 15.63 | 23.32 | 23.41 | NA | NA | … | … | 0.00 | 1.88 | 10.30 | 21.76 | 24.48 | 32.92 | 29.03 | 10.22 | 28.10 | 35.28 | 17.59 | 7.43 | 3.39 | 25.55 | 11.72 | 4.73 |
| Draw Down(%) | NA | 0.00 | 25.13 | 25.13 | 25.13 | NA | NA | … | … | 0.00 | 0.00 | 7.36 | 19.18 | 11.67 | 6.75 | 24.84 | 4.90 | 5.58 | 1.08 | 12.58 | 4.44 | 0.00 | 8.60 | 0.23 | 0.00 |
| Yield(%) | 0.00 | 1.48 | 0.77 | 1.55 | 3.76 | 3.50 | 2.63 | … | … | 0.00 | 1.48 | 0.00 | 1.14 | 1.25 | 2.51 | 11.24 | 0.00 | 1.15 | 0.00 | 0.00 | 1.06 | 1.09 | 0.00 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 12/23/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CVTGF (Clairvest Group Inc) |
-1.04%
Oct 2022 – Oct 2025 |
5.36%
Jul 2012 – Jul 2017 |
9.65%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CVTGF (Clairvest Group Inc) |
31.06%
Mar 2020 – Mar 2023 |
23.86%
Oct 2016 – Oct 2021 |
15.13%
Feb 2012 – Feb 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart