Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CMPSX (Catholic Responsible Investments Magnus 60/40 Alpha Plus Fund Institutional Shares) | 6.10% | 14.90% | 12.93% | 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 |
|---|---|---|
| CMPSX (Catholic Responsible Investments Magnus 60/40 Alpha Plus Fund Institutional Shares) | 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 (%) | -1.66 | 14.90 | 12.93 | NA | NA | NA | NA | … | … | 6.10 | 13.12 | 10.75 | 16.69 | -16.20 | 2.58 |
| Sharpe Ratio | NA | 1.46 | 1.04 | NA | NA | NA | NA | … | … | 1.11 | 0.96 | 0.89 | 1.54 | -1.15 | 3.90 |
| Standard Deviation(%) | NA | 8.41 | 9.32 | NA | NA | NA | NA | … | … | 10.10 | 10.72 | 8.01 | 8.56 | 15.32 | 10.30 |
| Draw Down(%) | NA | 6.52 | 10.86 | NA | NA | NA | NA | … | … | 6.52 | 10.86 | 4.45 | 8.12 | 21.50 | 2.45 |
| Yield(%) | 0.00 | 4.87 | 4.02 | 2.50 | 1.25 | 0.83 | 0.63 | … | … | 0.00 | 5.10 | 3.75 | 2.50 | 1.45 | 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 |
|---|---|---|---|---|
| CMPSX (Catholic Responsible Investments Magnus 60/40 Alpha Plus Fund Institutional Shares) |
4.51%
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 |
|---|---|---|---|---|
| CMPSX (Catholic Responsible Investments Magnus 60/40 Alpha Plus Fund Institutional Shares) |
15.23%
Sep 2022 – Sep 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart