CISMX vs. CLFFX
Compare and contrast key facts about Clarkston Partners Fund (CISMX) and Clifford Capital Partners Fund (CLFFX).
CISMX is managed by Clarkston Funds. It was launched on Sep 15, 2015. CLFFX is managed by Clifford Capital. It was launched on Jan 30, 2014.
Performance
CISMX vs. CLFFX - Performance Comparison
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CISMX vs. CLFFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CISMX Clarkston Partners Fund | -4.68% | -8.37% | 4.49% | 6.41% | -0.40% | 7.94% | 17.42% | 23.98% | -7.25% | 12.84% |
CLFFX Clifford Capital Partners Fund | -1.06% | 18.10% | 9.08% | 4.68% | -4.08% | 19.72% | 10.51% | 23.74% | -9.25% | 10.63% |
Returns By Period
In the year-to-date period, CISMX achieves a -4.68% return, which is significantly lower than CLFFX's -1.06% return. Over the past 10 years, CISMX has underperformed CLFFX with an annualized return of 5.84%, while CLFFX has yielded a comparatively higher 10.11% annualized return.
CISMX
- 1D
- 0.92%
- 1M
- -8.24%
- YTD
- -4.68%
- 6M
- -5.79%
- 1Y
- -7.11%
- 3Y*
- -0.97%
- 5Y*
- -1.61%
- 10Y*
- 5.84%
CLFFX
- 1D
- -0.75%
- 1M
- -8.85%
- YTD
- -1.06%
- 6M
- 1.77%
- 1Y
- 16.24%
- 3Y*
- 12.29%
- 5Y*
- 5.37%
- 10Y*
- 10.11%
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CISMX vs. CLFFX - Expense Ratio Comparison
CISMX has a 1.00% expense ratio, which is lower than CLFFX's 1.15% expense ratio.
Return for Risk
CISMX vs. CLFFX — Risk / Return Rank
CISMX
CLFFX
CISMX vs. CLFFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Clarkston Partners Fund (CISMX) and Clifford Capital Partners Fund (CLFFX). 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.
| CISMX | CLFFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.35 | 0.94 | -1.30 |
Sortino ratioReturn per unit of downside risk | -0.40 | 1.36 | -1.76 |
Omega ratioGain probability vs. loss probability | 0.95 | 1.20 | -0.24 |
Calmar ratioReturn relative to maximum drawdown | -0.71 | 1.12 | -1.83 |
Martin ratioReturn relative to average drawdown | -1.71 | 4.59 | -6.30 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| CISMX | CLFFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.35 | 0.94 | -1.30 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.09 | 0.32 | -0.42 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.32 | 0.52 | -0.20 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.34 | 0.51 | -0.17 |
Correlation
The correlation between CISMX and CLFFX is 0.81, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
CISMX vs. CLFFX - Dividend Comparison
CISMX's dividend yield for the trailing twelve months is around 4.88%, more than CLFFX's 1.30% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CISMX Clarkston Partners Fund | 4.88% | 4.65% | 1.05% | 3.76% | 16.95% | 0.81% | 3.73% | 3.79% | 7.15% | 1.30% | 1.17% | 0.09% |
CLFFX Clifford Capital Partners Fund | 1.30% | 1.29% | 1.21% | 4.93% | 1.99% | 4.30% | 2.08% | 1.59% | 5.70% | 5.09% | 0.41% | 0.00% |
Drawdowns
CISMX vs. CLFFX - Drawdown Comparison
The maximum CISMX drawdown since its inception was -33.80%, smaller than the maximum CLFFX drawdown of -40.20%. Use the drawdown chart below to compare losses from any high point for CISMX and CLFFX.
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Drawdown Indicators
| CISMX | CLFFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.80% | -40.20% | +6.40% |
Max Drawdown (1Y)Largest decline over 1 year | -11.26% | -12.76% | +1.50% |
Max Drawdown (5Y)Largest decline over 5 years | -21.19% | -21.36% | +0.17% |
Max Drawdown (10Y)Largest decline over 10 years | -33.80% | -40.20% | +6.40% |
Current DrawdownCurrent decline from peak | -18.41% | -9.51% | -8.90% |
Average DrawdownAverage peak-to-trough decline | -6.55% | -6.06% | -0.49% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.67% | 3.30% | +1.37% |
Volatility
CISMX vs. CLFFX - Volatility Comparison
Clarkston Partners Fund (CISMX) has a higher volatility of 4.82% compared to Clifford Capital Partners Fund (CLFFX) at 4.01%. This indicates that CISMX's price experiences larger fluctuations and is considered to be riskier than CLFFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CISMX | CLFFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.82% | 4.01% | +0.81% |
Volatility (6M)Calculated over the trailing 6-month period | 12.44% | 10.38% | +2.06% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.82% | 18.51% | +1.31% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.36% | 16.83% | +0.53% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.21% | 19.45% | -1.24% |