Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CRBVX (Catholic Responsible Investments Funds – Investments Bond Fund) | 0.27% | 4.89% | 4.07% | 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 |
|---|---|---|
| CRBVX (Catholic Responsible Investments Funds – Investments Bond 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 (%) | -0.12 | 4.89 | 4.07 | NA | NA | NA | NA | … | … | 0.27 | 6.73 | 1.93 | 5.82 | -12.98 | -0.58 |
| Sharpe Ratio | NA | 0.52 | 0.14 | NA | NA | NA | NA | … | … | -0.59 | 0.91 | -0.30 | 0.30 | -2.00 | -2.43 |
| Standard Deviation(%) | NA | 3.62 | 5.35 | NA | NA | NA | NA | … | … | 3.69 | 4.27 | 5.61 | 7.22 | 7.24 | 3.08 |
| Draw Down(%) | NA | 2.53 | 6.30 | NA | NA | NA | NA | … | … | 2.53 | 2.68 | 4.03 | 7.33 | 16.52 | 0.88 |
| Yield(%) | 0.00 | 4.26 | 4.17 | 2.88 | 1.44 | 0.96 | 0.72 | … | … | 1.67 | 4.35 | 4.13 | 3.98 | 2.33 | 0.12 |
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 |
|---|---|---|---|---|
| CRBVX (Catholic Responsible Investments Funds – Investments Bond Fund) |
-1.31%
Jan 2022 – Jan 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 |
|---|---|---|---|---|
| CRBVX (Catholic Responsible Investments Funds – Investments Bond Fund) |
5.70%
Oct 2022 – Oct 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart