CFMSX vs. DDDIX
CFMSX (Column Mid Cap Select Fund) and DDDIX (13D Activist Fund) are both Mid Cap Blend Equities funds. Over the past year, CFMSX returned 14.98% vs 39.51% for DDDIX. Their 0.73 correlation means they have sometimes moved together and sometimes differently. CFMSX charges 0.52%/yr vs 1.51%/yr for DDDIX.
Performance
CFMSX vs. DDDIX - Performance Comparison
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Returns By Period
In the year-to-date period, CFMSX achieves a 11.38% return, which is significantly lower than DDDIX's 31.16% return.
CFMSX
- 1D
- 1.00%
- 1M
- 1.08%
- 6M
- 6.15%
- YTD
- 11.38%
- 1Y
- 14.98%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 9.29%
DDDIX
- 1D
- 0.29%
- 1M
- -1.66%
- 6M
- 29.91%
- YTD
- 31.16%
- 1Y
- 39.51%
- 3Y*
- 13.55%
- 5Y*
- 5.17%
- 10Y*
- 10.35%
- ALL TIME*
- 11.85%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
DDDIX 13D Activist Fund | $0.00 | $0.00 | $0.00 |
CFMSX vs. DDDIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
CFMSX Column Mid Cap Select Fund | 11.38% | 7.77% | -3.71% |
DDDIX 13D Activist Fund | 31.16% | 3.05% | -4.21% |
Correlation
The correlation between CFMSX and DDDIX is 0.67, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.67 |
Correlation (All Time) Calculated using the full available price history since Dec 16, 2024 | 0.74 |
The correlation between CFMSX and DDDIX has been stable across timeframes, ranging from 0.67 to 0.73 - a consistent structural relationship.
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Return for Risk
CFMSX vs. DDDIX — Risk / Return Rank
CFMSX
DDDIX
CFMSX vs. DDDIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Column Mid Cap Select Fund (CFMSX) and 13D Activist Fund (DDDIX). 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.
| CFMSX | DDDIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.92 | ||
| Sortino ratioReturn per unit of downside risk | -1.10 | ||
| Omega ratioGain probability vs. loss probability | 1.21 | 1.35 | -0.14 |
| Calmar ratioReturn relative to maximum drawdown | 1.75 | 3.94 | -2.19 |
| Martin ratioReturn relative to average drawdown | 6.39 | 12.56 | -6.17 |
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Drawdowns
CFMSX vs. DDDIX - Drawdown Comparison
The maximum CFMSX drawdown since its inception was -18.02%, smaller than the maximum DDDIX drawdown of -43.82%. Use the drawdown chart below to compare losses from any high point for CFMSX and DDDIX.
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Drawdown Indicators
| CFMSX | DDDIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.02% | -43.82% | +25.80% |
Max Drawdown (1Y)Largest decline over 1 year | -9.33% | -10.82% | +1.49% |
Max Drawdown (3Y)Largest decline over 3 years | — | -28.76% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -28.76% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -43.82% | — |
Current DrawdownCurrent decline from peak | -0.83% | -2.53% | +1.70% |
Average DrawdownAverage peak-to-trough decline | -2.86% | -7.09% | +4.23% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.55% | 3.39% | -0.84% |
Volatility
CFMSX vs. DDDIX - Volatility Comparison
The current volatility for Column Mid Cap Select Fund (CFMSX) is 3.15%, while 13D Activist Fund (DDDIX) has a volatility of 5.08%. This indicates that CFMSX experiences smaller price fluctuations and is considered to be less risky than DDDIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CFMSX | DDDIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.15% | 5.08% | -1.93% |
Volatility (6M)Calculated over the trailing 6-month period | 10.26% | 14.27% | -4.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.91% | 20.35% | -6.44% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.99% | 20.28% | -3.29% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.99% | 20.96% | -3.97% |
CFMSX vs. DDDIX - Expense Ratio Comparison
CFMSX has a 0.52% expense ratio, which is lower than DDDIX's 1.51% expense ratio.
Dividends
CFMSX vs. DDDIX - Dividend Comparison
CFMSX's dividend yield for the trailing twelve months is around 1.90%, less than DDDIX's 3.52% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
CFMSX Column Mid Cap Select Fund | 1.90% | 2.12% | 0.80% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
DDDIX 13D Activist Fund | 3.52% | 4.62% | 5.16% | 3.89% | 9.39% | 9.30% | 6.98% | 6.88% | 5.33% | 1.69% |
Frequently Asked Questions
CFMSX and DDDIX have a correlation of 0.67, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
DDDIX has higher volatility (5.08%) compared to CFMSX (3.15%). In terms of maximum drawdown, CFMSX dropped -18.02% vs DDDIX's -43.82%.
DDDIX currently has the higher Sharpe Ratio (2.10 vs 1.18), 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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