Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CROSX (Catholic Responsible Investments Funds – Investments Opportunistic Bond Fund) | 1.18% | 4.91% | 5.38% | NA | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 12/03/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CROSX (Catholic Responsible Investments Funds – Investments Opportunistic Bond Fund) | 12/03/2021 | 06/09/2026 |
| 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 (%) | 0.00 | 4.91 | 5.38 | NA | NA | NA | NA | … | … | 1.18 | 5.98 | 5.33 | 5.72 | -6.09 | -0.09 |
| Sharpe Ratio | NA | 1.20 | 0.79 | NA | NA | NA | NA | … | … | 0.01 | 1.65 | 0.60 | 0.53 | -2.24 | -1.21 |
| Standard Deviation(%) | NA | 1.60 | 2.60 | NA | NA | NA | NA | … | … | 1.48 | 1.89 | 2.84 | 3.90 | 3.38 | 0.99 |
| Draw Down(%) | NA | 0.85 | 1.92 | NA | NA | NA | NA | … | … | 0.85 | 1.18 | 1.30 | 2.44 | 8.14 | 0.20 |
| Yield(%) | 0.00 | 4.61 | 4.76 | 3.46 | 1.73 | 1.15 | 0.87 | … | … | 1.82 | 4.78 | 4.79 | 4.59 | 2.46 | 0.11 |
Data as of 06/09/2026, 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 |
|---|---|---|---|---|
| CROSX (Catholic Responsible Investments Funds – Investments Opportunistic Bond Fund) |
2.01%
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 |
|---|---|---|---|---|
| CROSX (Catholic Responsible Investments Funds – Investments Opportunistic Bond Fund) |
6.01%
Oct 2022 – Oct 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart