Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XCBFX (Capstone Church Bond Fund) | NA | -28.06% | -18.11% | -10.45% | -8.24% | -7.64% | NA | … | … |
Data as of 03/08/2023, Common starting date is 11/07/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XCBFX (Capstone Church Bond Fund) | 11/07/2005 | 03/08/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.15 | -28.06 | -18.11 | -10.45 | -8.24 | -7.64 | NA | … | … | 0.30 | -28.04 | -11.92 | 0.00 | 0.16 | 5.08 | 4.79 | -31.50 | -1.50 | 2.74 | 3.09 | -17.94 | -10.71 | -2.59 | -0.84 | -0.75 | 0.04 | -3.54 | 2.77 |
| Sharpe Ratio | NA | -0.61 | -0.34 | -0.27 | -0.27 | NA | NA | … | … | -5.54 | -0.59 | -0.20 | -0.01 | -0.24 | 1.16 | 0.90 | -0.87 | -0.33 | 0.67 | 0.28 | -1.60 | -2.13 | -1.18 | -0.46 | -0.90 | -1.69 | -0.52 | 2.76 |
| Standard Deviation(%) | NA | 50.18 | 55.49 | 43.07 | 32.77 | NA | NA | … | … | 0.89 | 50.18 | 86.82 | 32.71 | 5.19 | 3.23 | 4.65 | 36.29 | 4.58 | 4.05 | 10.93 | 11.36 | 5.05 | 2.26 | 2.03 | 1.85 | 1.77 | 13.16 | 6.46 |
| Draw Down(%) | NA | 38.63 | 50.45 | 50.45 | 60.31 | NA | NA | … | … | 0.15 | 38.63 | 21.75 | 6.32 | 5.66 | 1.25 | 4.45 | 34.25 | 4.17 | 2.74 | 6.68 | 19.60 | 11.43 | 2.92 | 1.38 | 1.04 | 0.75 | 9.52 | 1.50 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.44 | 0.82 | 0.39 | 0.29 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.17 | 2.06 | 3.45 | 0.78 | 1.66 | 1.87 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 03/08/2023, Common starting date is 11/07/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XCBFX (Capstone Church Bond Fund) |
-18.23%
Oct 2019 – Oct 2022 |
-10.51%
Aug 2011 – Aug 2016 |
-8.38%
Nov 2012 – Nov 2022 |
-7.67%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XCBFX (Capstone Church Bond Fund) |
5.28%
Nov 2017 – Nov 2020 |
-0.32%
Sep 2017 – Sep 2022 |
-2.53%
Jun 2006 – Jun 2016 |
-3.72%
May 2006 – May 2021 |
Annualized Rolling Returns Comparison Chart