Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CNRWX (CITY NATIONAL ROCHDALE U.S. CORE EQUITY FUND CITY NATIONAL ROCHDALE U.S. CORE EQUITY FUND – CLASS N) | 0.00% | 10.03% | 16.47% | 11.21% | 13.68% | NA | NA | … | … |
Data as of 01/16/2026, Common starting date is 12/04/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CNRWX (CITY NATIONAL ROCHDALE U.S. CORE EQUITY FUND CITY NATIONAL ROCHDALE U.S. CORE EQUITY FUND – CLASS N) | 12/04/2012 | 01/16/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 10.03 | 16.47 | 11.21 | 13.68 | NA | NA | … | … | 0.00 | -88.76 | 19.91 | 23.01 | -20.34 | 29.16 | 14.26 | 34.53 | -3.22 | 24.97 | 5.48 | 2.61 | 10.59 | 31.70 | 0.00 |
| Sharpe Ratio | NA | -0.39 | -0.36 | -0.30 | -0.15 | NA | NA | … | … | 0.00 | -0.39 | 1.27 | 1.62 | -0.89 | 2.16 | 0.45 | 2.85 | -0.28 | 3.88 | 0.40 | 0.16 | 0.77 | 2.66 | 0.00 |
| Standard Deviation(%) | NA | 234.67 | 135.78 | 105.93 | 75.92 | NA | NA | … | … | 0.00 | 236.58 | 12.85 | 12.07 | 24.42 | 13.46 | 30.97 | 11.58 | 16.59 | 6.29 | 13.22 | 15.96 | 13.68 | 11.90 | 12.30 |
| Draw Down(%) | NA | 90.66 | 90.66 | 90.66 | 90.66 | NA | NA | … | … | 0.00 | 90.66 | 8.19 | 8.43 | 26.84 | 6.12 | 32.10 | 5.28 | 17.79 | 1.66 | 11.25 | 12.04 | 9.69 | 5.96 | 3.24 |
| Yield(%) | 0.00 | 99.53 | 46.63 | 29.72 | 29.06 | 24.81 | 18.61 | … | … | 0.00 | 100.68 | 18.70 | 13.84 | 1.80 | 5.27 | 0.21 | 3.95 | 4.75 | 2.26 | 5.20 | 1.03 | 10.05 | 0.00 | 0.00 |
Data as of 01/16/2026, Common starting date is 12/04/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CNRWX (CITY NATIONAL ROCHDALE U.S. CORE EQUITY FUND CITY NATIONAL ROCHDALE U.S. CORE EQUITY FUND – CLASS N) |
4.85%
Sep 2019 – Sep 2022 |
6.90%
Mar 2015 – Mar 2020 |
10.20%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CNRWX (CITY NATIONAL ROCHDALE U.S. CORE EQUITY FUND CITY NATIONAL ROCHDALE U.S. CORE EQUITY FUND – CLASS N) |
25.69%
Dec 2018 – Dec 2021 |
19.15%
Dec 2016 – Dec 2021 |
13.34%
Sep 2015 – Sep 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart