Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| THMEX (CCT Thematic Equity Fund Institutional Shares) | 13.51% | 36.25% | 20.21% | 11.44% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/01/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| THMEX (CCT Thematic Equity Fund Institutional Shares) | 10/01/2020 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.12 | 36.25 | 20.21 | 11.44 | NA | NA | NA | … | … | 13.51 | 27.25 | 11.99 | 17.24 | -17.44 | 21.09 | 17.63 |
| Sharpe Ratio | NA | 2.76 | 1.31 | 0.59 | NA | NA | NA | … | … | 2.33 | 1.57 | 0.69 | 1.16 | -0.86 | 1.50 | 6.25 |
| Standard Deviation(%) | NA | 12.35 | 13.53 | 15.47 | NA | NA | NA | … | … | 14.46 | 15.59 | 12.18 | 11.77 | 21.95 | 14.08 | 14.63 |
| Draw Down(%) | NA | 9.37 | 16.75 | 27.76 | NA | NA | NA | … | … | 9.37 | 16.75 | 9.64 | 10.03 | 26.17 | 8.07 | 6.55 |
| Yield(%) | 0.00 | 23.00 | 11.30 | 7.32 | 4.76 | 3.17 | 2.38 | … | … | 0.00 | 24.36 | 4.58 | 1.41 | 0.86 | 3.99 | 0.13 |
Data as of 06/04/2026, Common starting date is 10/01/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| THMEX (CCT Thematic Equity Fund Institutional Shares) |
2.37%
Oct 2021 – Oct 2024 |
9.99%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| THMEX (CCT Thematic Equity Fund Institutional Shares) |
21.18%
May 2023 – May 2026 |
12.05%
Nov 2020 – Nov 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart