Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CENNX (CENTERSTONE INVESTORS FUND CENTERSTONE INVESTORS FUND CLASS C) | 2.95% | 20.96% | 7.70% | 4.21% | NA | NA | NA | … | … |
Data as of 02/06/2026, Common starting date is 05/04/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CENNX (CENTERSTONE INVESTORS FUND CENTERSTONE INVESTORS FUND CLASS C) | 05/04/2016 | 02/06/2026 |
| 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 (%) | 0.00 | 20.96 | 7.70 | 4.21 | NA | NA | NA | … | … | 2.95 | 24.38 | -1.03 | 6.50 | -11.91 | 9.48 | 2.69 | 15.50 | -9.90 | 12.71 | 3.38 |
| Sharpe Ratio | NA | 1.31 | 0.31 | 0.12 | NA | NA | NA | … | … | 5.36 | 1.95 | -0.46 | 0.25 | -0.86 | 0.93 | 0.09 | 1.62 | -1.21 | 2.81 | 0.82 |
| Standard Deviation(%) | NA | 11.41 | 10.86 | 11.78 | NA | NA | NA | … | … | 5.60 | 11.24 | 10.03 | 11.34 | 15.49 | 10.15 | 27.00 | 8.64 | 9.34 | 4.30 | 6.01 |
| Draw Down(%) | NA | 9.10 | 14.41 | 25.50 | NA | NA | NA | … | … | 0.63 | 9.10 | 8.20 | 14.41 | 21.54 | 9.84 | 35.31 | 7.61 | 15.99 | 1.88 | 3.60 |
| Yield(%) | 0.00 | 3.15 | 1.59 | 1.29 | 1.36 | 0.91 | 0.68 | … | … | 0.00 | 3.31 | 1.12 | 0.49 | 1.53 | 0.26 | 0.00 | 1.41 | 2.37 | 0.83 | 0.58 |
Data as of 02/06/2026, Common starting date is 05/04/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CENNX (CENTERSTONE INVESTORS FUND CENTERSTONE INVESTORS FUND CLASS C) |
-5.75%
Mar 2017 – Mar 2020 |
-0.84%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CENNX (CENTERSTONE INVESTORS FUND CENTERSTONE INVESTORS FUND CLASS C) |
12.57%
Mar 2020 – Mar 2023 |
8.70%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart