Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CMMSX (Catholic Responsible Investments Funds – Investments Magnus 60/40 Beta Plus Fund) | 5.99% | 15.43% | 13.34% | NA | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 12/03/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CMMSX (Catholic Responsible Investments Funds – Investments Magnus 60/40 Beta Plus Fund) | 12/03/2021 | 06/09/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.69 | 15.43 | 13.34 | NA | NA | NA | NA | … | … | 5.99 | 13.23 | 12.53 | 16.40 | -15.42 | 2.79 |
| Sharpe Ratio | NA | 1.56 | 1.08 | NA | NA | NA | NA | … | … | 1.13 | 0.94 | 1.11 | 1.57 | -1.16 | 4.59 |
| Standard Deviation(%) | NA | 8.28 | 9.39 | NA | NA | NA | NA | … | … | 9.89 | 11.10 | 8.05 | 8.19 | 14.59 | 9.59 |
| Draw Down(%) | NA | 6.31 | 11.43 | NA | NA | NA | NA | … | … | 6.31 | 11.43 | 4.77 | 8.05 | 20.58 | 2.06 |
| Yield(%) | 0.00 | 4.00 | 3.67 | 2.37 | 1.19 | 0.79 | 0.59 | … | … | 0.00 | 4.16 | 3.48 | 2.79 | 1.61 | 0.09 |
Data as of 06/09/2026, Common starting date is 12/03/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMMSX (Catholic Responsible Investments Funds – Investments Magnus 60/40 Beta Plus Fund) |
5.10%
Mar 2022 – Mar 2025 |
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 |
|---|---|---|---|---|
| CMMSX (Catholic Responsible Investments Funds – Investments Magnus 60/40 Beta Plus Fund) |
15.55%
Sep 2022 – Sep 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart