Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CFFI (C&F Financial Corporation) | 3.88% | 16.35% | 16.55% | 11.11% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 09/03/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CFFI (C&F Financial Corporation) | 09/03/2020 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.56 | 16.35 | 16.55 | 11.11 | NA | NA | NA | … | … | 3.88 | 2.61 | 7.84 | 20.69 | 17.47 | 42.26 | 20.68 |
| Sharpe Ratio | NA | 0.43 | 0.34 | 0.24 | NA | NA | NA | … | … | 0.20 | -0.01 | 0.10 | 0.53 | 0.56 | 1.38 | 2.04 |
| Standard Deviation(%) | NA | 31.50 | 38.98 | 35.14 | NA | NA | NA | … | … | 33.85 | 39.39 | 43.83 | 32.21 | 28.89 | 30.56 | 38.29 |
| Draw Down(%) | NA | 12.97 | 50.67 | 50.67 | NA | NA | NA | … | … | 12.97 | 34.98 | 49.62 | 20.21 | 16.30 | 21.40 | 12.25 |
| Yield(%) | 0.00 | 2.81 | 3.49 | 3.38 | 3.12 | 2.08 | 1.56 | … | … | 0.68 | 2.62 | 2.54 | 2.96 | 3.18 | 4.27 | 2.41 |
Data as of 06/05/2026, Common starting date is 09/03/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CFFI (C&F Financial Corporation) |
-0.81%
May 2021 – May 2024 |
11.62%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CFFI (C&F Financial Corporation) |
26.35%
Dec 2020 – Dec 2023 |
20.73%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart