Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
CFMSX 8.16% 14.71% NA NA NA NA NA
Data as of 06/09/2026, Common starting date is 12/11/2024
More Performance Analytics Comparison
Name Start Date End Date
CFMSX 12/11/2024 06/09/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024
Annualized Return (%) 0.95 14.71 NA NA NA NA NA 8.16 7.77 -4.61
Sharpe Ratio NA 0.85 NA NA NA NA NA 0.92 0.27 -3.87
Standard Deviation(%) NA 13.69 NA NA NA NA NA 15.09 18.27 16.32
Draw Down(%) NA 9.33 NA NA NA NA NA 9.33 18.02 5.13
Yield(%) 0.00 2.21 0.96 0.58 0.29 0.19 0.14 0.00 2.25 0.76
Data as of 06/09/2026, Common starting date is 12/11/2024
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CFMSX (CFMSX) 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
CFMSX (CFMSX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return