Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CMPVX (Catholic Responsible Investments Magnus 60/40 Alpha Plus Fund Investor Shares) | 6.01% | 14.75% | 12.74% | 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 |
|---|---|---|
| CMPVX (Catholic Responsible Investments Magnus 60/40 Alpha Plus Fund Investor 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 | 14.75 | 12.74 | NA | NA | NA | NA | … | … | 6.01 | 12.97 | 10.58 | 16.55 | -16.34 | 2.57 |
| Sharpe Ratio | NA | 1.46 | 1.02 | NA | NA | NA | NA | … | … | 1.09 | 0.94 | 0.87 | 1.51 | -1.16 | 3.88 |
| Standard Deviation(%) | NA | 8.34 | 9.33 | NA | NA | NA | NA | … | … | 10.07 | 10.75 | 8.03 | 8.64 | 15.35 | 10.30 |
| Draw Down(%) | NA | 6.52 | 10.96 | NA | NA | NA | NA | … | … | 6.52 | 10.96 | 4.55 | 8.23 | 21.60 | 2.45 |
| Yield(%) | 0.00 | 4.73 | 3.85 | 2.38 | 1.19 | 0.79 | 0.60 | … | … | 0.00 | 4.94 | 3.58 | 2.33 | 1.30 | 0.07 |
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 |
|---|---|---|---|---|
| CMPVX (Catholic Responsible Investments Magnus 60/40 Alpha Plus Fund Investor Shares) |
4.36%
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 |
|---|---|---|---|---|
| CMPVX (Catholic Responsible Investments Magnus 60/40 Alpha Plus Fund Investor Shares) |
15.03%
Sep 2022 – Sep 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart