CFIPX vs. CAVA
CFIPX (Franklin Global Equity Fund) is Global Equities fund managed by Franklin Templeton, while CAVA (CAVA Group Inc.) is a stock. Over the past 3 years, CFIPX returned 22.47%/yr vs 32.88%/yr for CAVA. At a 0.47 correlation, their price movements are largely independent.
Performance
CFIPX vs. CAVA - Performance Comparison
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Returns By Period
In the year-to-date period, CFIPX achieves a 8.65% return, which is significantly lower than CAVA's 52.53% return.
CFIPX
- 1D
- 0.52%
- 1M
- 1.66%
- YTD
- 8.65%
- 6M
- 9.11%
- 1Y
- 26.06%
- 3Y*
- 22.47%
- 5Y*
- 12.78%
- 10Y*
- 14.31%
CAVA
- 1D
- -1.62%
- 1M
- 16.46%
- YTD
- 52.53%
- 6M
- 72.42%
- 1Y
- 20.05%
- 3Y*
- 32.88%
- 5Y*
- —
- 10Y*
- —
CFIPX vs. CAVA - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
CFIPX Franklin Global Equity Fund | 8.65% | 23.21% | 24.28% | 10.90% |
CAVA CAVA Group Inc. | 52.53% | -47.97% | 162.45% | 2.33% |
Correlation
The correlation between CFIPX and CAVA is 0.37, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.37 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.47 |
Correlation (All Time) Calculated using the full available price history since Jun 15, 2023 | 0.47 |
The correlation between CFIPX and CAVA shifts across timeframes, from 0.37 (1 year) to 0.47 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
CFIPX vs. CAVA — Risk / Return Rank
CFIPX
CAVA
CFIPX vs. CAVA - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin Global Equity Fund (CFIPX) and CAVA Group Inc. (CAVA). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| CFIPX | CAVA | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.67 | ||
| Sortino ratioReturn per unit of downside risk | +1.87 | ||
| Omega ratioGain probability vs. loss probability | 1.36 | 1.12 | +0.24 |
| Calmar ratioReturn relative to maximum drawdown | 3.00 | 0.38 | +2.62 |
| Martin ratioReturn relative to average drawdown | 13.57 | 0.76 | +12.81 |
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Drawdowns
CFIPX vs. CAVA - Drawdown Comparison
The maximum CFIPX drawdown since its inception was -62.70%, smaller than the maximum CAVA drawdown of -71.11%. Use the drawdown chart below to compare losses from any high point for CFIPX and CAVA.
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Drawdown Indicators
| CFIPX | CAVA | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.70% | -71.11% | +8.41% |
Max Drawdown (1Y)Largest decline over 1 year | -8.28% | -52.65% | +44.37% |
Max Drawdown (3Y)Largest decline over 3 years | -17.20% | -71.11% | +53.91% |
Max Drawdown (5Y)Largest decline over 5 years | -24.44% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -33.98% | — | — |
Current DrawdownCurrent decline from peak | -0.94% | -40.67% | +39.73% |
Average DrawdownAverage peak-to-trough decline | -16.41% | -30.13% | +13.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.83% | 26.35% | -24.52% |
Volatility
CFIPX vs. CAVA - Volatility Comparison
The current volatility for Franklin Global Equity Fund (CFIPX) is 4.50%, while CAVA Group Inc. (CAVA) has a volatility of 14.94%. This indicates that CFIPX experiences smaller price fluctuations and is considered to be less risky than CAVA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CFIPX | CAVA | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.50% | 14.94% | -10.44% |
Volatility (6M)Calculated over the trailing 6-month period | 9.86% | 42.61% | -32.75% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.31% | 58.15% | -45.84% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.20% | 59.32% | -43.12% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.28% | 59.32% | -42.04% |
Dividends
CFIPX vs. CAVA - Dividend Comparison
CFIPX's dividend yield for the trailing twelve months is around 5.90%, while CAVA has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CAVA CAVA Group Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
CFIPX Franklin Global Equity Fund | 5.90% | 6.41% | 3.49% | 0.99% | 4.99% | 8.99% | 0.73% | 13.31% | 7.86% | 0.77% | 1.52% | 1.01% |
Frequently Asked Questions
CFIPX and CAVA have a correlation of 0.37, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CAVA has higher volatility (14.94%) compared to CFIPX (4.50%). In terms of maximum drawdown, CFIPX dropped -62.70% vs CAVA's -71.11%.
CFIPX currently has the higher Sharpe Ratio (2.02 vs 0.35), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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