Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CAVAX (CATHOLIC VALUES EQUITY FUND CATHOLIC VALUES EQUITY FUND CLASS F EFFECTIVE 1-31-2017 (FORMERLY CLASS ) | 6.14% | 16.94% | 16.34% | 8.28% | 12.02% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 05/01/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CAVAX (CATHOLIC VALUES EQUITY FUND CATHOLIC VALUES EQUITY FUND CLASS F EFFECTIVE 1-31-2017 (FORMERLY CLASS ) | 05/01/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.65 | 16.94 | 16.34 | 8.28 | 12.02 | NA | NA | … | … | 6.14 | 15.45 | 16.72 | 21.33 | -18.51 | 20.57 | 17.33 | 28.08 | -10.02 | 23.69 | 9.58 | -7.06 |
| Sharpe Ratio | NA | 1.39 | 1.00 | 0.37 | 0.60 | NA | NA | … | … | 1.09 | 0.73 | 1.11 | 1.39 | -0.88 | 1.64 | 0.50 | 2.16 | -0.76 | 3.37 | 0.63 | -0.65 |
| Standard Deviation(%) | NA | 12.10 | 14.00 | 16.01 | 17.42 | NA | NA | … | … | 13.76 | 17.27 | 11.79 | 12.83 | 22.77 | 12.53 | 33.95 | 12.31 | 15.11 | 6.87 | 14.83 | 16.08 |
| Draw Down(%) | NA | 8.49 | 17.95 | 26.51 | 36.55 | NA | NA | … | … | 8.49 | 17.95 | 7.48 | 11.66 | 26.51 | 5.75 | 36.55 | 7.12 | 21.12 | 2.44 | 13.67 | 14.26 |
| Yield(%) | 0.00 | 6.94 | 6.12 | 6.37 | 7.66 | 4.78 | 3.58 | … | … | 0.00 | 7.30 | 7.72 | 1.55 | 2.87 | 17.28 | 3.37 | 4.82 | 4.93 | 0.87 | 1.10 | 0.70 |
Data as of 06/10/2026, Common starting date is 05/01/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CAVAX (CATHOLIC VALUES EQUITY FUND CATHOLIC VALUES EQUITY FUND CLASS F EFFECTIVE 1-31-2017 (FORMERLY CLASS ) |
0.76%
Mar 2017 – Mar 2020 |
5.09%
Sep 2017 – Sep 2022 |
9.96%
Jul 2015 – Jul 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CAVAX (CATHOLIC VALUES EQUITY FUND CATHOLIC VALUES EQUITY FUND CLASS F EFFECTIVE 1-31-2017 (FORMERLY CLASS ) |
21.91%
Dec 2018 – Dec 2021 |
16.11%
Jun 2016 – Jun 2021 |
12.63%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart