Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CFGRX (THE GROWTH FUND SHARES) | 1.95% | 13.51% | 19.49% | 7.69% | 13.13% | 13.18% | 10.64% | … | … |
Data as of 06/10/2026, Common starting date is 06/20/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CFGRX (THE GROWTH FUND SHARES) | 06/20/1996 | 06/10/2026 |
| 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 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.29 | 13.51 | 19.49 | 7.69 | 13.13 | 13.18 | 10.64 | … | … | 1.95 | 12.40 | 31.16 | 36.39 | -26.59 | 3.87 | 24.13 | 35.61 | -1.04 | 27.57 | 8.70 | 5.68 | 15.08 | 29.64 | 14.74 | -2.39 | 13.27 | 33.36 | -36.57 | 7.63 | 9.70 | 5.96 | 4.49 | 26.96 | -21.70 | -19.95 | -11.15 | 14.89 | 28.68 | 28.17 | 14.08 |
| Sharpe Ratio | NA | 1.05 | 1.02 | 0.26 | 0.57 | NA | NA | … | … | 0.40 | 0.46 | 1.79 | 2.26 | -0.97 | 0.15 | 0.73 | 2.64 | -0.14 | 4.12 | 0.71 | 0.39 | 1.37 | 2.74 | 1.07 | -0.10 | 0.77 | 1.42 | -0.99 | 0.30 | 0.56 | 0.34 | 0.27 | 1.50 | -0.91 | -0.86 | -0.54 | 0.64 | 1.08 | 1.33 | 1.34 |
| Standard Deviation(%) | NA | 13.75 | 17.04 | 21.78 | 20.37 | NA | NA | … | … | 16.04 | 20.75 | 15.40 | 14.59 | 28.94 | 26.20 | 32.55 | 12.92 | 17.45 | 6.55 | 12.03 | 14.53 | 11.02 | 10.80 | 13.81 | 24.19 | 17.06 | 23.46 | 37.80 | 15.14 | 11.22 | 10.76 | 12.78 | 17.45 | 25.21 | 26.50 | 28.48 | 18.05 | 23.26 | 18.30 | 18.25 |
| Draw Down(%) | NA | 13.88 | 21.60 | 41.37 | 41.37 | NA | NA | … | … | 12.09 | 21.08 | 10.80 | 8.74 | 29.32 | 21.30 | 31.59 | 6.10 | 19.54 | 2.42 | 8.19 | 10.33 | 6.18 | 6.46 | 10.42 | 20.34 | 15.23 | 20.64 | 46.77 | 8.40 | 9.51 | 7.08 | 12.17 | 10.94 | 29.93 | 37.51 | 24.02 | 15.56 | 26.83 | 11.28 | 11.73 |
| Yield(%) | 0.00 | 18.29 | 14.08 | 7.68 | 10.15 | 11.66 | 10.20 | … | … | 0.00 | 18.52 | 12.65 | 5.94 | 4.89 | 0.16 | 0.40 | 7.57 | 9.46 | 6.87 | 6.29 | 11.28 | 26.16 | 16.38 | 4.77 | 0.44 | 0.52 | 0.61 | 0.19 | 1.27 | 0.15 | 0.54 | 0.16 | 0.00 | 0.84 | 0.00 | 18.95 | 10.51 | 16.28 | 8.63 | 7.78 |
Data as of 06/10/2026, Common starting date is 06/20/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CFGRX (THE GROWTH FUND SHARES) |
-19.31%
Mar 2000 – Mar 2003 |
-7.68%
Aug 2000 – Aug 2005 |
-5.06%
Feb 1999 – Feb 2009 |
1.92%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CFGRX (THE GROWTH FUND SHARES) |
26.88%
Sep 2022 – Sep 2025 |
21.64%
Oct 2016 – Oct 2021 |
17.98%
Sep 2011 – Sep 2021 |
14.70%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart