Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CILGX (CLARKSTON FUND INSTITUTIONAL CLASS) | -6.28% | 0.98% | 5.29% | 1.48% | 7.69% | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 04/05/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CILGX (CLARKSTON FUND INSTITUTIONAL CLASS) | 04/05/2016 | 06/11/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.92 | 0.98 | 5.29 | 1.48 | 7.69 | NA | NA | … | … | -6.28 | 8.30 | 6.78 | 17.86 | -8.60 | 10.90 | 16.94 | 27.40 | -8.31 | 9.94 | 9.75 |
| Sharpe Ratio | NA | 0.02 | 0.20 | -0.07 | 0.34 | NA | NA | … | … | -0.91 | 0.31 | 0.28 | 1.02 | -0.44 | 0.72 | 0.46 | 2.42 | -0.74 | 1.66 | 1.46 |
| Standard Deviation(%) | NA | 15.59 | 14.72 | 16.79 | 17.79 | NA | NA | … | … | 17.28 | 17.41 | 11.42 | 14.09 | 22.90 | 15.01 | 35.92 | 10.73 | 13.21 | 5.61 | 8.96 |
| Draw Down(%) | NA | 12.06 | 15.60 | 23.82 | 33.57 | NA | NA | … | … | 12.06 | 14.26 | 8.18 | 13.87 | 19.48 | 14.73 | 33.57 | 5.55 | 16.10 | 2.48 | 4.78 |
| Yield(%) | 0.00 | 4.24 | 3.08 | 2.93 | 4.54 | 3.08 | 2.31 | … | … | 0.00 | 4.27 | 0.92 | 3.91 | 4.41 | 3.45 | 6.45 | 7.11 | 4.16 | 0.00 | 1.19 |
Data as of 06/11/2026, Common starting date is 04/05/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CILGX (CLARKSTON FUND INSTITUTIONAL CLASS) |
-1.25%
Mar 2017 – Mar 2020 |
1.39%
May 2021 – May 2026 |
7.59%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CILGX (CLARKSTON FUND INSTITUTIONAL CLASS) |
19.38%
May 2018 – May 2021 |
14.17%
May 2016 – May 2021 |
7.59%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart