Clarkston Founders Fund (CIMDX)
Under normal circumstances, the fund invests primarily in equity securities of U.S. medium market capitalization companies. It will, however, also invest in equity securities of smaller or larger companies. The fund seeks to achieve long-term capital appreciation while minimizing volatility and risk. To accomplish this goal, it invests in companies that the Adviser believes to be of high quality and believes to be undervalued relative to their expected long-term free cash flow. The fund is non-diversified.
Fund Info
US02110A6477
02110A647
Jan 31, 2017
$10,000
Mid-Cap
Value
Expense Ratio
CIMDX has a high expense ratio of 0.95%, indicating above-average management fees.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
Clarkston Founders Fund (CIMDX) returned 0.06% year-to-date (YTD) and 8.16% over the past 12 months.
CIMDX
0.06%
4.38%
-4.24%
8.16%
1.32%
8.39%
N/A
^GSPC (Benchmark)
0.52%
6.32%
-1.44%
12.25%
12.45%
14.20%
10.84%
Monthly Returns
The table below presents the monthly returns of CIMDX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 1.38% | -0.80% | -1.50% | -2.59% | 3.70% | 0.06% | |||||||
| 2024 | -1.25% | 2.60% | 3.12% | -6.56% | 2.09% | 0.26% | 3.50% | 0.96% | 1.58% | -0.37% | 4.74% | -4.53% | 5.67% |
| 2023 | 9.16% | -3.02% | -2.77% | 1.11% | -4.81% | 7.95% | 1.14% | -3.51% | -3.29% | -4.33% | 7.93% | 4.83% | 9.26% |
| 2022 | -2.33% | -1.26% | 6.85% | -4.40% | 2.57% | -5.71% | 5.85% | -1.93% | -10.16% | 7.37% | 5.03% | -8.96% | -8.79% |
| 2021 | 1.44% | 2.91% | 5.78% | 5.40% | 1.83% | -4.34% | -3.69% | -0.69% | -4.61% | 1.52% | -4.44% | 5.42% | 5.79% |
| 2020 | 0.25% | -5.76% | -14.53% | 10.05% | 2.54% | 2.75% | 5.00% | 6.38% | -1.20% | -1.46% | 14.54% | 4.84% | 22.30% |
| 2019 | 6.81% | 2.53% | 1.19% | 4.34% | -4.59% | 3.18% | 0.53% | -1.05% | 3.27% | 1.03% | 3.05% | -0.87% | 20.68% |
| 2018 | 3.25% | -2.71% | -0.81% | -0.00% | 0.81% | 0.45% | 1.34% | 0.62% | -0.53% | -4.50% | 1.48% | -8.45% | -9.19% |
| 2017 | 2.80% | -0.10% | 0.19% | 1.26% | -0.38% | 1.35% | -1.14% | 2.31% | 1.41% | 2.41% | 0.68% | 11.25% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of CIMDX is 33, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Clarkston Founders Fund (CIMDX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
Clarkston Founders Fund provided a 0.45% dividend yield over the last twelve months, with an annual payout of $0.07 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.07 | $0.07 | $0.25 | $0.89 | $0.07 | $0.13 | $0.40 | $0.23 | $0.05 |
Dividend yield | 0.45% | 0.45% | 1.62% | 6.38% | 0.44% | 0.91% | 3.32% | 2.28% | 0.41% |
Monthly Dividends
The table displays the monthly dividend distributions for Clarkston Founders Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.07 | $0.07 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.25 | $0.25 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.89 | $0.89 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.07 | $0.07 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.13 | $0.13 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.40 | $0.40 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.23 | $0.23 |
| 2017 | $0.05 | $0.05 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Clarkston Founders Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Clarkston Founders Fund was 31.86%, occurring on Mar 23, 2020. Recovery took 53 trading sessions.
The current Clarkston Founders Fund drawdown is 7.01%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -31.86% | Feb 21, 2020 | 22 | Mar 23, 2020 | 53 | Jun 8, 2020 | 75 |
| -23.89% | May 11, 2021 | 622 | Oct 27, 2023 | — | — | — |
| -16.35% | Jan 29, 2018 | 229 | Dec 24, 2018 | 81 | Apr 23, 2019 | 310 |
| -13.77% | Jun 9, 2020 | 14 | Jun 26, 2020 | 44 | Aug 28, 2020 | 58 |
| -6.83% | Oct 26, 2020 | 3 | Oct 28, 2020 | 8 | Nov 9, 2020 | 11 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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