Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CAVYX (CATHOLIC VALUES EQUITY FUND CATHOLIC VALUES EQUITY FUND CLASS Y) | 6.21% | 17.06% | 16.39% | 8.34% | 12.22% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 06/01/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CAVYX (CATHOLIC VALUES EQUITY FUND CATHOLIC VALUES EQUITY FUND CLASS Y) | 06/01/2015 | 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 (%) | -2.66 | 17.06 | 16.39 | 8.34 | 12.22 | NA | NA | … | … | 6.21 | 15.51 | 16.79 | 21.29 | -18.40 | 20.70 | 17.47 | 29.41 | -9.97 | 23.81 | 9.78 | -6.91 |
| Sharpe Ratio | NA | 1.40 | 1.01 | 0.38 | 0.61 | NA | NA | … | … | 1.10 | 0.73 | 1.11 | 1.38 | -0.87 | 1.65 | 0.50 | 2.25 | -0.75 | 3.35 | 0.64 | -0.68 |
| Standard Deviation(%) | NA | 12.11 | 14.01 | 16.04 | 17.47 | NA | NA | … | … | 13.71 | 17.29 | 11.82 | 12.85 | 22.82 | 12.55 | 34.02 | 12.42 | 15.18 | 6.94 | 14.86 | 16.86 |
| Draw Down(%) | NA | 8.50 | 17.88 | 26.44 | 36.56 | NA | NA | … | … | 8.50 | 17.88 | 7.43 | 11.68 | 26.44 | 5.75 | 36.56 | 7.21 | 21.15 | 2.35 | 13.58 | 14.26 |
| Yield(%) | 0.00 | 6.98 | 6.18 | 6.43 | 7.91 | 4.94 | 3.71 | … | … | 0.00 | 7.33 | 7.84 | 1.56 | 2.96 | 17.41 | 3.48 | 5.94 | 5.09 | 1.06 | 1.28 | 0.76 |
Data as of 06/10/2026, Common starting date is 06/01/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CAVYX (CATHOLIC VALUES EQUITY FUND CATHOLIC VALUES EQUITY FUND CLASS Y) |
1.16%
Mar 2017 – Mar 2020 |
5.38%
Sep 2017 – Sep 2022 |
10.15%
Jul 2015 – Jul 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CAVYX (CATHOLIC VALUES EQUITY FUND CATHOLIC VALUES EQUITY FUND CLASS Y) |
22.42%
Dec 2018 – Dec 2021 |
16.45%
Jun 2016 – Jun 2021 |
12.84%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart