Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CNMCX (INCOME FUND CLASS C) | NA | -1.75% | -3.34% | 0.19% | 0.79% | 2.71% | 2.80% | … | … |
Data as of 05/30/2023, Common starting date is 03/15/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CNMCX (INCOME FUND CLASS C) | 03/15/2002 | 05/30/2023 |
| 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 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -1.75 | -3.34 | 0.19 | 0.79 | 2.71 | 2.80 | … | … | 1.70 | -12.10 | -2.72 | 7.03 | 7.78 | -1.13 | 3.40 | 4.23 | -2.11 | 4.11 | -0.99 | 8.44 | 4.66 | 7.16 | 20.31 | -5.71 | 4.63 | 4.26 | 0.90 | 4.41 | 6.23 | 1.87 |
| Sharpe Ratio | NA | -0.68 | -0.81 | -0.19 | 0.02 | NA | NA | … | … | -0.07 | -1.86 | -0.84 | 1.19 | 1.93 | -0.93 | 1.12 | 1.40 | -0.64 | 1.68 | -0.29 | 3.10 | 1.14 | 1.58 | 3.66 | -1.01 | 0.41 | 0.29 | -0.40 | 0.79 | 1.25 | 0.31 |
| Standard Deviation(%) | NA | 7.73 | 5.49 | 5.17 | 4.21 | NA | NA | … | … | 7.44 | 7.28 | 3.27 | 5.68 | 3.30 | 2.65 | 2.49 | 2.87 | 3.32 | 2.44 | 3.51 | 2.73 | 4.05 | 4.46 | 5.53 | 6.56 | 3.95 | 3.30 | 3.17 | 4.40 | 4.43 | 4.08 |
| Draw Down(%) | NA | 9.31 | 18.41 | 18.41 | 18.41 | NA | NA | … | … | 3.94 | 16.06 | 4.00 | 9.35 | 2.21 | 2.38 | 1.40 | 3.25 | 4.63 | 1.31 | 5.46 | 1.23 | 3.66 | 3.24 | 4.36 | 11.99 | 2.68 | 2.12 | 3.13 | 5.17 | 6.14 | 3.78 |
| Yield(%) | 0.00 | 1.58 | 1.20 | 1.62 | 1.94 | 2.97 | 3.16 | … | … | 0.58 | 1.32 | 1.05 | 1.38 | 2.01 | 2.30 | 2.11 | 2.40 | 2.34 | 2.63 | 2.83 | 3.62 | 4.17 | 4.68 | 5.80 | 4.76 | 4.61 | 4.68 | 4.36 | 4.52 | 3.47 | 0.00 |
Data as of 05/30/2023, Common starting date is 03/15/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CNMCX (INCOME FUND CLASS C) |
-3.88%
Oct 2019 – Oct 2022 |
-1.01%
Oct 2017 – Oct 2022 |
0.32%
Oct 2012 – Oct 2022 |
2.47%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CNMCX (INCOME FUND CLASS C) |
12.20%
Oct 2008 – Oct 2011 |
8.79%
Oct 2008 – Oct 2013 |
5.57%
Oct 2002 – Oct 2012 |
4.31%
Nov 2005 – Nov 2020 |
Annualized Rolling Returns Comparison Chart