Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CMFRX (CM Advisors R) | NA | -14.46% | 5.31% | NA | NA | NA | NA | … | … |
Data as of 06/16/2015, Common starting date is 07/19/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CMFRX (CM Advisors R) | 07/19/2011 | 06/16/2015 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -14.46 | 5.31 | NA | NA | NA | NA | … | … | -0.08 | -11.06 | 20.11 | 14.93 | -5.67 |
| Sharpe Ratio | NA | -1.27 | 0.45 | NA | NA | NA | NA | … | … | -0.02 | -0.87 | 1.63 | 1.13 | -0.38 |
| Standard Deviation(%) | NA | 11.37 | 12.01 | NA | NA | NA | NA | … | … | 7.82 | 12.72 | 12.28 | 13.28 | 31.73 |
| Draw Down(%) | NA | 20.96 | 20.96 | NA | NA | NA | NA | … | … | 2.92 | 20.96 | 6.14 | 11.42 | 17.90 |
| Yield(%) | 0.00 | 0.00 | 0.07 | 0.05 | 0.03 | 0.02 | 0.01 | … | … | 0.00 | 0.00 | 0.00 | 0.20 | 0.06 |
Data as of 06/16/2015, Common starting date is 07/19/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMFRX (CM Advisors R) |
2.94%
Mar 2012 – Mar 2015 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMFRX (CM Advisors R) |
13.27%
Aug 2011 – Aug 2014 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart