CISMX vs. CIMDX
CISMX (Clarkston Partners Fund) and CIMDX (Clarkston Founders Fund) are both Mid Cap Value Equities funds from Clarkston Funds. Over the past 5 years, CISMX returned -0.39%/yr vs 1.30%/yr for CIMDX. With a 0.96 correlation, they move nearly in lockstep. CISMX charges 1.00%/yr vs 0.95%/yr for CIMDX.
Performance
CISMX vs. CIMDX - Performance Comparison
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Returns By Period
CISMX
- 1D
- 1.04%
- 1M
- 2.60%
- YTD
- 0.00%
- 6M
- -1.41%
- 1Y
- 1.97%
- 3Y*
- -0.91%
- 5Y*
- -0.39%
- 10Y*
- 6.18%
CIMDX
- 1D
- 0.26%
- 1M
- -0.89%
- YTD
- -6.33%
- 6M
- -7.11%
- 1Y
- 0.62%
- 3Y*
- 3.73%
- 5Y*
- 1.30%
- 10Y*
- —
CISMX vs. CIMDX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CISMX Clarkston Partners Fund | 0.00% | -8.37% | 4.49% | 6.41% | -0.40% | 7.94% | 17.42% | 23.98% | -7.25% | 12.54% |
CIMDX Clarkston Founders Fund | -6.33% | 7.35% | 5.67% | 10.38% | -3.67% | 6.23% | 23.21% | 23.74% | -7.85% | 11.25% |
Correlation
The correlation between CISMX and CIMDX is 0.95, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.95 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.94 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.96 |
Correlation (All Time) Calculated using the full available price history since Feb 1, 2017 | 0.96 |
The correlation between CISMX and CIMDX has been stable across timeframes, ranging from 0.94 to 0.96 - a consistent structural relationship.
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Return for Risk
CISMX vs. CIMDX — Risk / Return Rank
CISMX
CIMDX
CISMX vs. CIMDX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Clarkston Partners Fund (CISMX) and Clarkston Founders Fund (CIMDX). 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.
| CISMX | CIMDX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.08 | ||
| Sortino ratioReturn per unit of downside risk | +0.13 | ||
| Omega ratioGain probability vs. loss probability | 1.03 | 1.02 | +0.01 |
| Calmar ratioReturn relative to maximum drawdown | 0.20 | 0.07 | +0.14 |
| Martin ratioReturn relative to average drawdown | 0.45 | 0.15 | +0.29 |
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Drawdowns
CISMX vs. CIMDX - Drawdown Comparison
The maximum CISMX drawdown since its inception was -33.80%, which is greater than CIMDX's maximum drawdown of -31.86%. Use the drawdown chart below to compare losses from any high point for CISMX and CIMDX.
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Drawdown Indicators
| CISMX | CIMDX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.80% | -31.86% | -1.94% |
Max Drawdown (1Y)Largest decline over 1 year | -10.54% | -11.30% | +0.76% |
Max Drawdown (3Y)Largest decline over 3 years | -21.19% | -14.82% | -6.37% |
Max Drawdown (5Y)Largest decline over 5 years | -21.19% | -17.98% | -3.21% |
Max Drawdown (10Y)Largest decline over 10 years | -33.80% | — | — |
Current DrawdownCurrent decline from peak | -14.41% | -9.86% | -4.55% |
Average DrawdownAverage peak-to-trough decline | -6.72% | -5.92% | -0.80% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.79% | 4.88% | -0.09% |
Volatility
CISMX vs. CIMDX - Volatility Comparison
Clarkston Partners Fund (CISMX) and Clarkston Founders Fund (CIMDX) have volatilities of 4.69% and 4.69%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CISMX | CIMDX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.69% | 4.69% | 0.00% |
Volatility (6M)Calculated over the trailing 6-month period | 12.70% | 12.28% | +0.42% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.21% | 16.20% | +1.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.50% | 16.03% | +1.47% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.31% | 17.50% | +0.81% |
CISMX vs. CIMDX - Expense Ratio Comparison
CISMX has a 1.00% expense ratio, which is higher than CIMDX's 0.95% expense ratio.
Dividends
CISMX vs. CIMDX - Dividend Comparison
CISMX's dividend yield for the trailing twelve months is around 4.65%, more than CIMDX's 3.46% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CIMDX Clarkston Founders Fund | 3.46% | 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 | 4.65% | 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, CISMX and CIMDX 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 (4.69%) compared to CISMX (4.69%). In terms of maximum drawdown, CISMX dropped -33.80% vs CIMDX's -31.86%.
CISMX currently has the higher Sharpe Ratio (0.12 vs 0.05), 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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