Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CMMVX (Catholic Responsible Investments Funds – Investments Magnus 60/40 Beta Plus Fund) | 5.90% | 15.29% | 13.17% | 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 |
|---|---|---|
| CMMVX (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 | 15.29 | 13.17 | NA | NA | NA | NA | … | … | 5.90 | 13.09 | 12.44 | 16.24 | -15.57 | 2.78 |
| Sharpe Ratio | NA | 1.55 | 1.05 | NA | NA | NA | NA | … | … | 1.11 | 0.91 | 1.09 | 1.54 | -1.18 | 4.57 |
| Standard Deviation(%) | NA | 8.23 | 9.45 | NA | NA | NA | NA | … | … | 9.83 | 11.21 | 8.10 | 8.25 | 14.47 | 9.59 |
| Draw Down(%) | NA | 6.31 | 11.51 | NA | NA | NA | NA | … | … | 6.31 | 11.51 | 4.77 | 8.05 | 20.58 | 2.06 |
| Yield(%) | 0.00 | 3.87 | 3.50 | 2.25 | 1.12 | 0.75 | 0.56 | … | … | 0.00 | 4.03 | 3.28 | 2.63 | 1.46 | 0.08 |
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 |
|---|---|---|---|---|
| CMMVX (Catholic Responsible Investments Funds – Investments Magnus 60/40 Beta Plus Fund) |
4.96%
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 |
|---|---|---|---|---|
| CMMVX (Catholic Responsible Investments Funds – Investments Magnus 60/40 Beta Plus Fund) |
15.37%
Sep 2022 – Sep 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart