CIMDX vs. CISMX
CIMDX (Clarkston Founders Fund) and CISMX (Clarkston Partners Fund) are both Mid Cap Value Equities funds from Clarkston Funds. Over the past 5 years, CIMDX returned 4.18%/yr vs 1.64%/yr for CISMX. Their 0.96 correlation means they have historically moved very closely together. CIMDX charges 0.95%/yr vs 1.00%/yr for CISMX.
Performance
CIMDX vs. CISMX - Performance Comparison
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Returns By Period
In the year-to-date period, CIMDX achieves a 4.58% return, which is significantly lower than CISMX's 9.60% return.
CIMDX
- 1D
- -3.66%
- 1M
- 1.05%
- 6M
- 3.52%
- YTD
- 4.58%
- 1Y
- 13.04%
- 3Y*
- 6.58%
- 5Y*
- 4.18%
- 10Y*
- —
- ALL TIME*
- 8.10%
CISMX
- 1D
- -2.88%
- 1M
- 0.58%
- 6M
- 6.31%
- YTD
- 9.60%
- 1Y
- 12.37%
- 3Y*
- 1.88%
- 5Y*
- 1.64%
- 10Y*
- 6.79%
- ALL TIME*
- 7.34%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
CIMDX vs. CISMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CIMDX Clarkston Founders Fund | 4.58% | 7.35% | 5.67% | 10.38% | -3.67% | 6.23% | 23.21% | 23.74% | -7.85% | 11.25% |
CISMX Clarkston Partners Fund | 9.60% | -8.37% | 4.49% | 6.41% | -0.40% | 7.94% | 17.42% | 23.98% | -7.25% | 12.54% |
Correlation
The correlation between CIMDX and CISMX is 0.95, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.95 |
Correlation (3Y) Balances recent behavior with more history. | 0.95 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.96 |
Correlation (All Time) Calculated using the full available price history since Feb 1, 2017 | 0.96 |
The correlation between CIMDX and CISMX has been stable across timeframes, ranging from 0.95 to 0.96 - a consistent structural relationship.
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Return for Risk
CIMDX vs. CISMX — Risk / Return Rank
CIMDX
CISMX
CIMDX vs. CISMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Clarkston Founders Fund (CIMDX) and Clarkston Partners Fund (CISMX). 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.
| CIMDX | CISMX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.03 | ||
| Sortino ratioReturn per unit of downside risk | -0.05 | ||
| Omega ratioGain probability vs. loss probability | 1.10 | 1.10 | 0.00 |
| Calmar ratioReturn relative to maximum drawdown | 0.77 | 0.93 | -0.16 |
| Martin ratioReturn relative to average drawdown | 1.83 | 2.02 | -0.19 |
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Drawdowns
CIMDX vs. CISMX - Drawdown Comparison
The maximum CIMDX drawdown since its inception was -31.86%, smaller than the maximum CISMX drawdown of -33.80%. Use the drawdown chart below to compare losses from any high point for CIMDX and CISMX.
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Drawdown Indicators
| CIMDX | CISMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.86% | -33.80% | +1.94% |
Max Drawdown (1Y)Largest decline over 1 year | -11.83% | -10.54% | -1.29% |
Max Drawdown (3Y)Largest decline over 3 years | -14.82% | -21.19% | +6.37% |
Max Drawdown (5Y)Largest decline over 5 years | -15.58% | -21.19% | +5.61% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.80% | — |
Current DrawdownCurrent decline from peak | -3.66% | -6.19% | +2.53% |
Average DrawdownAverage peak-to-trough decline | -5.90% | -6.75% | +0.85% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.99% | 4.82% | +0.17% |
Volatility
CIMDX vs. CISMX - Volatility Comparison
Clarkston Founders Fund (CIMDX) has a higher volatility of 10.07% compared to Clarkston Partners Fund (CISMX) at 8.99%. This indicates that CIMDX's price experiences larger fluctuations and is considered to be riskier than CISMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CIMDX | CISMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.07% | 8.99% | +1.08% |
Volatility (6M)Calculated over the trailing 6-month period | 15.88% | 15.21% | +0.67% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.86% | 19.00% | -0.14% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.65% | 17.89% | -1.24% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.75% | 18.45% | -0.70% |
CIMDX vs. CISMX - Expense Ratio Comparison
CIMDX has a 0.95% expense ratio, which is lower than CISMX's 1.00% expense ratio.
Dividends
CIMDX vs. CISMX - Dividend Comparison
CIMDX's dividend yield for the trailing twelve months is around 3.10%, less than CISMX's 4.25% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CIMDX Clarkston Founders Fund | 3.10% | 3.24% | 0.45% | 1.62% | 6.38% | 0.44% | 0.91% | 3.32% | 2.27% | 0.41% | 0.00% | 0.00% |
CISMX Clarkston Partners Fund | 4.25% | 4.65% | 1.05% | 3.76% | 16.95% | 0.81% | 3.73% | 3.79% | 7.15% | 1.30% | 1.17% | 0.09% |
Frequently Asked Questions
With a correlation of 0.95, CIMDX and CISMX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
CIMDX has higher volatility (10.07%) compared to CISMX (8.99%). In terms of maximum drawdown, CIMDX dropped -31.86% vs CISMX's -33.80%.
CISMX currently has the higher Sharpe Ratio (0.51 vs 0.48), 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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