Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CFGIX (Cromwell Foresight Glbl Sust InfrasInstl) | 15.88% | 16.06% | NA | NA | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 09/06/2023
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CFGIX (Cromwell Foresight Glbl Sust InfrasInstl) | 09/06/2023 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.14 | 16.06 | NA | NA | NA | NA | NA | … | … | 15.88 | 12.67 | -5.55 | 7.44 |
| Sharpe Ratio | NA | 1.26 | NA | NA | NA | NA | NA | … | … | 3.02 | 0.79 | -0.68 | 1.00 |
| Standard Deviation(%) | NA | 10.67 | NA | NA | NA | NA | NA | … | … | 12.77 | 12.47 | 13.43 | 21.65 |
| Draw Down(%) | NA | 7.04 | NA | NA | NA | NA | NA | … | … | 6.47 | 7.65 | 14.64 | 14.91 |
| Yield(%) | 0.00 | 3.96 | 3.39 | 2.03 | 1.02 | 0.68 | 0.51 | … | … | 0.00 | 4.45 | 3.12 | 2.66 |
Data as of 06/05/2026, Common starting date is 09/06/2023
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CFGIX (Cromwell Foresight Glbl Sust InfrasInstl) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CFGIX (Cromwell Foresight Glbl Sust InfrasInstl) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart