CISMX vs. MCMVX
CISMX (Clarkston Partners Fund) and MCMVX (Monongahela All Cap Value Fund) are both Mid Cap Value Equities funds. Over the past 10 years, CISMX returned 6.79%/yr vs 12.66%/yr for MCMVX. Their correlation of 0.82 means they have usually moved in the same direction. CISMX charges 1.00%/yr vs 0.85%/yr for MCMVX.
Performance
CISMX vs. MCMVX - Performance Comparison
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Returns By Period
In the year-to-date period, CISMX achieves a 9.60% return, which is significantly lower than MCMVX's 17.96% return. Over the past 10 years, CISMX has underperformed MCMVX with an annualized return of 6.79%, while MCMVX has yielded a comparatively higher 12.66% annualized return.
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%
MCMVX
- 1D
- 0.54%
- 1M
- -1.38%
- 6M
- 11.09%
- YTD
- 17.96%
- 1Y
- 26.41%
- 3Y*
- 15.70%
- 5Y*
- 9.75%
- 10Y*
- 12.66%
- ALL TIME*
- 11.59%
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 |
CISMX vs. MCMVX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CISMX Clarkston Partners Fund | 9.60% | -8.37% | 4.49% | 6.41% | -0.40% | 7.94% | 17.42% | 23.98% | -7.25% | 12.84% |
MCMVX Monongahela All Cap Value Fund | 17.96% | 9.74% | 15.38% | 12.18% | -7.73% | 22.57% | 13.24% | 26.98% | -8.15% | 20.85% |
Correlation
The correlation between CISMX and MCMVX is 0.55, 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. | 0.55 |
Correlation (3Y) Balances recent behavior with more history. | 0.71 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.79 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.81 |
Correlation (All Time) Calculated using the full available price history since Sep 22, 2015 | 0.82 |
Over the past year, the correlation between CISMX and MCMVX has dropped to 0.55 - well below their long-term average of 0.82, suggesting their price drivers have been diverging.
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Return for Risk
CISMX vs. MCMVX — Risk / Return Rank
CISMX
MCMVX
CISMX vs. MCMVX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Clarkston Partners Fund (CISMX) and Monongahela All Cap Value Fund (MCMVX). 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 | MCMVX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.16 | ||
| Sortino ratioReturn per unit of downside risk | -1.59 | ||
| Omega ratioGain probability vs. loss probability | 1.10 | 1.29 | -0.19 |
| Calmar ratioReturn relative to maximum drawdown | 0.93 | 2.85 | -1.92 |
| Martin ratioReturn relative to average drawdown | 2.02 | 10.14 | -8.12 |
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Drawdowns
CISMX vs. MCMVX - Drawdown Comparison
The maximum CISMX drawdown since its inception was -33.80%, smaller than the maximum MCMVX drawdown of -36.75%. Use the drawdown chart below to compare losses from any high point for CISMX and MCMVX.
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Drawdown Indicators
| CISMX | MCMVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.80% | -36.75% | +2.95% |
Max Drawdown (1Y)Largest decline over 1 year | -10.54% | -8.56% | -1.98% |
Max Drawdown (3Y)Largest decline over 3 years | -21.19% | -21.06% | -0.13% |
Max Drawdown (5Y)Largest decline over 5 years | -21.19% | -21.06% | -0.13% |
Max Drawdown (10Y)Largest decline over 10 years | -33.80% | -36.75% | +2.95% |
Current DrawdownCurrent decline from peak | -6.19% | -2.38% | -3.81% |
Average DrawdownAverage peak-to-trough decline | -6.75% | -4.05% | -2.70% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.82% | 2.40% | +2.42% |
Volatility
CISMX vs. MCMVX - Volatility Comparison
Clarkston Partners Fund (CISMX) has a higher volatility of 8.99% compared to Monongahela All Cap Value Fund (MCMVX) at 3.14%. This indicates that CISMX's price experiences larger fluctuations and is considered to be riskier than MCMVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CISMX | MCMVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.99% | 3.14% | +5.85% |
Volatility (6M)Calculated over the trailing 6-month period | 15.21% | 10.98% | +4.23% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.00% | 14.59% | +4.41% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.89% | 16.72% | +1.17% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.45% | 17.99% | +0.46% |
CISMX vs. MCMVX - Expense Ratio Comparison
CISMX has a 1.00% expense ratio, which is higher than MCMVX's 0.85% expense ratio.
Dividends
CISMX vs. MCMVX - Dividend Comparison
CISMX's dividend yield for the trailing twelve months is around 4.25%, less than MCMVX's 5.52% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
MCMVX Monongahela All Cap Value Fund | 5.52% | 6.51% | 5.41% | 3.23% | 4.79% | 7.61% | 1.25% | 3.09% | 6.87% | 10.44% | 2.13% | 1.75% |
Frequently Asked Questions
CISMX and MCMVX have a correlation of 0.55, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CISMX has higher volatility (8.99%) compared to MCMVX (3.14%). In terms of maximum drawdown, CISMX dropped -33.80% vs MCMVX's -36.75%.
MCMVX currently has the higher Sharpe Ratio (1.68 vs 0.51), 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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