Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CRTVX (Catholic Responsible Investments Funds – Investments Multi-Style US Equity Fund) | 7.05% | 18.17% | 17.38% | 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 |
|---|---|---|
| CRTVX (Catholic Responsible Investments Funds – Investments Multi-Style US Equity 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 (%) | -3.93 | 18.17 | 17.38 | NA | NA | NA | NA | … | … | 7.05 | 15.25 | 16.15 | 27.84 | -22.10 | 3.71 |
| Sharpe Ratio | NA | 1.47 | 1.00 | NA | NA | NA | NA | … | … | 1.25 | 0.66 | 0.96 | 1.67 | -0.87 | 3.44 |
| Standard Deviation(%) | NA | 12.70 | 15.29 | NA | NA | NA | NA | … | … | 14.79 | 18.74 | 13.07 | 14.60 | 27.23 | 18.07 |
| Draw Down(%) | NA | 9.94 | 18.97 | NA | NA | NA | NA | … | … | 9.94 | 18.97 | 8.66 | 10.91 | 28.93 | 4.23 |
| Yield(%) | 0.00 | 5.93 | 5.46 | 3.06 | 1.53 | 1.02 | 0.76 | … | … | 0.02 | 6.25 | 7.51 | 0.51 | 0.28 | 0.02 |
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 |
|---|---|---|---|---|
| CRTVX (Catholic Responsible Investments Funds – Investments Multi-Style US Equity Fund) |
5.98%
Mar 2022 – Mar 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 |
|---|---|---|---|---|
| CRTVX (Catholic Responsible Investments Funds – Investments Multi-Style US Equity Fund) |
22.55%
Sep 2022 – Sep 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart