Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CRANX (COMMUNITY REINVESTMENT ACT QUALIFIED INVESTMENT FUND INSTITUTIONAL SHARES) | 0.66% | 5.03% | 4.23% | 0.60% | 1.40% | 1.93% | NA | … | … |
Data as of 06/11/2026, Common starting date is 03/15/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CRANX (COMMUNITY REINVESTMENT ACT QUALIFIED INVESTMENT FUND INSTITUTIONAL SHARES) | 03/15/2007 | 06/11/2026 |
| 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 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.21 | 5.03 | 4.23 | 0.60 | 1.40 | 1.93 | NA | … | … | 0.66 | 6.88 | 2.56 | 4.39 | -9.73 | -1.28 | 4.36 | 5.92 | 0.56 | 2.74 | 0.99 | 2.03 | 5.20 | -3.18 | 4.29 | 7.38 | 4.69 | 5.29 | 1.08 | 0.29 |
| Sharpe Ratio | NA | 0.61 | 0.18 | -0.44 | -0.08 | NA | NA | … | … | -0.76 | 1.17 | -0.24 | 0.12 | -1.96 | -0.70 | 1.64 | 1.92 | -0.36 | 0.86 | 0.32 | 0.67 | 2.19 | -0.96 | 1.86 | 2.21 | 1.36 | 1.23 | 0.02 | -0.68 |
| Standard Deviation(%) | NA | 3.00 | 4.26 | 4.62 | 3.67 | NA | NA | … | … | 3.23 | 3.44 | 4.40 | 5.99 | 5.72 | 1.87 | 2.50 | 2.31 | 2.31 | 2.43 | 2.45 | 3.00 | 2.37 | 3.36 | 2.29 | 3.33 | 3.38 | 4.21 | 5.70 | 3.91 |
| Draw Down(%) | NA | 2.08 | 4.70 | 13.56 | 13.56 | NA | NA | … | … | 2.08 | 1.88 | 3.06 | 5.84 | 12.30 | 1.77 | 3.48 | 1.03 | 2.08 | 1.25 | 3.71 | 1.59 | 0.94 | 5.11 | 1.10 | 1.86 | 3.15 | 1.97 | 5.17 | 3.42 |
| Yield(%) | 0.00 | 3.61 | 3.43 | 2.54 | 2.48 | 2.65 | 2.61 | … | … | 1.49 | 3.57 | 3.37 | 3.00 | 1.83 | 1.60 | 2.26 | 2.85 | 2.71 | 2.62 | 2.71 | 2.57 | 2.67 | 2.70 | 3.53 | 4.18 | 3.63 | 4.38 | 1.15 | 0.00 |
Data as of 06/11/2026, Common starting date is 03/15/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CRANX (COMMUNITY REINVESTMENT ACT QUALIFIED INVESTMENT FUND INSTITUTIONAL SHARES) |
-4.32%
Oct 2020 – Oct 2023 |
-0.56%
Oct 2017 – Oct 2022 |
0.47%
Oct 2012 – Oct 2022 |
1.85%
Jul 2010 – Jul 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CRANX (COMMUNITY REINVESTMENT ACT QUALIFIED INVESTMENT FUND INSTITUTIONAL SHARES) |
6.90%
Oct 2008 – Oct 2011 |
4.85%
Sep 2007 – Sep 2012 |
3.23%
Aug 2007 – Aug 2017 |
2.40%
Jul 2007 – Jul 2022 |
Annualized Rolling Returns Comparison Chart