Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CMUVX (Catholic Responsible Investments Funds – Investments Magnus 75/25 Fund) | 5.86% | 15.80% | 14.27% | NA | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 12/03/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CMUVX (Catholic Responsible Investments Funds – Investments Magnus 75/25 Fund) | 12/03/2021 | 06/10/2026 |
| 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 (%) | -2.74 | 15.80 | 14.27 | NA | NA | NA | NA | … | … | 5.86 | 14.69 | 13.39 | 19.07 | -17.54 | 3.47 |
| Sharpe Ratio | NA | 1.52 | 1.03 | NA | NA | NA | NA | … | … | 1.17 | 0.86 | 1.01 | 1.56 | -1.05 | 4.65 |
| Standard Deviation(%) | NA | 10.04 | 11.41 | NA | NA | NA | NA | … | … | 11.90 | 13.77 | 9.66 | 9.98 | 18.18 | 12.27 |
| Draw Down(%) | NA | 7.59 | 14.12 | NA | NA | NA | NA | … | … | 7.59 | 14.12 | 6.18 | 9.43 | 23.51 | 2.73 |
| Yield(%) | 0.00 | 29.01 | 13.63 | 7.90 | 3.95 | 2.63 | 1.97 | … | … | 0.00 | 30.50 | 2.82 | 2.37 | 1.98 | 0.07 |
Data as of 06/10/2026, 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 |
|---|---|---|---|---|
| CMUVX (Catholic Responsible Investments Funds – Investments Magnus 75/25 Fund) |
5.25%
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 |
|---|---|---|---|---|
| CMUVX (Catholic Responsible Investments Funds – Investments Magnus 75/25 Fund) |
17.67%
Sep 2022 – Sep 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart