Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CNRIX (CITY NATIONAL ROCHDALE INTERMEDIATE FIXED INCOME FUND INSTITUTIONAL CLASS) | NA | -1,027,368.95% | nan% | nan% | NA | NA | NA | … | … |
Data as of 06/12/2023, Common starting date is 12/24/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CNRIX (CITY NATIONAL ROCHDALE INTERMEDIATE FIXED INCOME FUND INSTITUTIONAL CLASS) | 12/24/2013 | 06/12/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -1,027,368.95 | nan | nan | NA | NA | NA | … | … | 3.03 | -7.56 | -4.34 | 7.48 | 7.48 | -0.23 | 2.60 | 2.82 | 0.98 | 4.13 | 0.12 |
| Sharpe Ratio | NA | -0.10 | -0.78 | 0.02 | NA | NA | NA | … | … | 0.44 | -1.89 | -1.09 | 2.00 | 2.44 | -0.28 | 1.17 | 1.26 | 0.43 | 2.44 | 8.20 |
| Standard Deviation(%) | NA | 5.18 | 4.19 | 4.43 | NA | NA | NA | … | … | 5.28 | 4.76 | 4.00 | 3.61 | 2.49 | 5.41 | 1.69 | 2.08 | 2.23 | 1.69 | 0.92 |
| Draw Down(%) | NA | 5.86 | 14.90 | 14.90 | NA | NA | NA | … | … | 2.79 | 11.04 | 4.44 | 7.16 | 1.53 | 3.91 | 1.05 | 2.44 | 1.39 | 0.83 | 0.00 |
| Yield(%) | 0.00 | 102.24 | 30.90 | 21.03 | 11.43 | 7.62 | 5.72 | … | … | 102.50 | 1.66 | 1.55 | 2.50 | 2.72 | 2.75 | 2.28 | 2.47 | 2.35 | 2.56 | 0.08 |
Data as of 06/12/2023, Common starting date is 12/24/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CNRIX (CITY NATIONAL ROCHDALE INTERMEDIATE FIXED INCOME FUND INSTITUTIONAL CLASS) |
-2.64%
Oct 2019 – Oct 2022 |
-0.25%
Oct 2017 – Oct 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CNRIX (CITY NATIONAL ROCHDALE INTERMEDIATE FIXED INCOME FUND INSTITUTIONAL CLASS) |
5.08%
Jan 2018 – Jan 2021 |
3.99%
Dec 2015 – Dec 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart
