Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CFVAX (CATHOLIC VALUES FIXED INCOME FUND CATHOLIC VALUES FIXED INCOME FUND CLASS F EFFECTIVE 1-31-2017 (FORMERLY CLASS A)) | NA | 4.31% | 3.33% | -0.78% | 1.40% | NA | NA | … | … |
Data as of 06/18/2026, Common starting date is 05/01/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CFVAX (CATHOLIC VALUES FIXED INCOME FUND CATHOLIC VALUES FIXED INCOME FUND CLASS F EFFECTIVE 1-31-2017 (FORMERLY CLASS A)) | 05/01/2015 | 06/18/2026 |
| 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | |
|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.31 | 3.33 | -0.78 | 1.40 | NA | NA | … | … |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | … | … |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | … | … |
| Draw Down(%) | NA | NA | NA | NA | NA | NA | … | … |
| Yield(%) | 3.69 | 3.41 | 2.48 | 2.79 | 1.95 | 1.46 | … | … |
Data as of 06/18/2026, Common starting date is 05/01/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CFVAX (CATHOLIC VALUES FIXED INCOME FUND CATHOLIC VALUES FIXED INCOME FUND CLASS F EFFECTIVE 1-31-2017 (FORMERLY CLASS A)) |
-6.26%
Oct 2020 – Oct 2023 |
-1.60%
Jul 2020 – Jul 2025 |
1.40%
Jul 2015 – Jul 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CFVAX (CATHOLIC VALUES FIXED INCOME FUND CATHOLIC VALUES FIXED INCOME FUND CLASS F EFFECTIVE 1-31-2017 (FORMERLY CLASS A)) |
6.19%
Oct 2018 – Oct 2021 |
4.80%
Dec 2015 – Dec 2020 |
1.82%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart