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CLFFX vs. ACLAX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

CLFFX vs. ACLAX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Clifford Capital Partners Fund (CLFFX) and American Century Mid Cap Value Fund A Class (ACLAX). The values are adjusted to include any dividend payments, if applicable.

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CLFFX vs. ACLAX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
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%
ACLAX
American Century Mid Cap Value Fund A Class
0.93%8.52%8.18%5.93%-1.53%23.01%1.44%28.55%-12.93%11.31%

Returns By Period

In the year-to-date period, CLFFX achieves a -1.06% return, which is significantly lower than ACLAX's 0.93% return. Over the past 10 years, CLFFX has outperformed ACLAX with an annualized return of 10.11%, while ACLAX has yielded a comparatively lower 8.37% annualized return.


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%

ACLAX

1D
-0.34%
1M
-7.89%
YTD
0.93%
6M
0.87%
1Y
7.39%
3Y*
7.47%
5Y*
6.30%
10Y*
8.37%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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CLFFX vs. ACLAX - Expense Ratio Comparison

CLFFX has a 1.15% expense ratio, which is lower than ACLAX's 1.22% expense ratio.


Return for Risk

CLFFX vs. ACLAX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

CLFFX
CLFFX Risk / Return Rank: 4646
Overall Rank
CLFFX Sharpe Ratio Rank: 4848
Sharpe Ratio Rank
CLFFX Sortino Ratio Rank: 4646
Sortino Ratio Rank
CLFFX Omega Ratio Rank: 4747
Omega Ratio Rank
CLFFX Calmar Ratio Rank: 4444
Calmar Ratio Rank
CLFFX Martin Ratio Rank: 4545
Martin Ratio Rank

ACLAX
ACLAX Risk / Return Rank: 2121
Overall Rank
ACLAX Sharpe Ratio Rank: 2121
Sharpe Ratio Rank
ACLAX Sortino Ratio Rank: 2121
Sortino Ratio Rank
ACLAX Omega Ratio Rank: 1818
Omega Ratio Rank
ACLAX Calmar Ratio Rank: 2323
Calmar Ratio Rank
ACLAX Martin Ratio Rank: 2323
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

CLFFX vs. ACLAX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Clifford Capital Partners Fund (CLFFX) and American Century Mid Cap Value Fund A Class (ACLAX). 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.


CLFFXACLAXDifference

Sharpe ratio

Return per unit of total volatility

0.94

0.53

+0.41

Sortino ratio

Return per unit of downside risk

1.36

0.87

+0.50

Omega ratio

Gain probability vs. loss probability

1.20

1.11

+0.09

Calmar ratio

Return relative to maximum drawdown

1.12

0.67

+0.44

Martin ratio

Return relative to average drawdown

4.59

2.51

+2.08

CLFFX vs. ACLAX - Sharpe Ratio Comparison

The current CLFFX Sharpe Ratio is 0.94, which is higher than the ACLAX Sharpe Ratio of 0.53. The chart below compares the historical Sharpe Ratios of CLFFX and ACLAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


CLFFXACLAXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.94

0.53

+0.41

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.32

0.43

-0.11

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.52

0.48

+0.04

Sharpe Ratio (All Time)

Calculated using the full available price history

0.51

0.47

+0.04

Correlation

The correlation between CLFFX and ACLAX is 0.86, 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

CLFFX vs. ACLAX - Dividend Comparison

CLFFX's dividend yield for the trailing twelve months is around 1.30%, less than ACLAX's 14.04% yield.


TTM20252024202320222021202020192018201720162015
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%
ACLAX
American Century Mid Cap Value Fund A Class
14.04%14.24%8.53%5.01%14.77%15.72%1.62%1.23%14.17%9.25%3.82%10.86%

Drawdowns

CLFFX vs. ACLAX - Drawdown Comparison

The maximum CLFFX drawdown since its inception was -40.20%, smaller than the maximum ACLAX drawdown of -51.37%. Use the drawdown chart below to compare losses from any high point for CLFFX and ACLAX.


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Drawdown Indicators


CLFFXACLAXDifference

Max Drawdown

Largest peak-to-trough decline

-40.20%

-51.37%

+11.17%

Max Drawdown (1Y)

Largest decline over 1 year

-12.76%

-10.99%

-1.77%

Max Drawdown (5Y)

Largest decline over 5 years

-21.36%

-17.55%

-3.81%

Max Drawdown (10Y)

Largest decline over 10 years

-40.20%

-39.24%

-0.96%

Current Drawdown

Current decline from peak

-9.51%

-8.01%

-1.50%

Average Drawdown

Average peak-to-trough decline

-6.06%

-6.29%

+0.23%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.30%

2.95%

+0.35%

Volatility

CLFFX vs. ACLAX - Volatility Comparison

Clifford Capital Partners Fund (CLFFX) has a higher volatility of 4.01% compared to American Century Mid Cap Value Fund A Class (ACLAX) at 3.69%. This indicates that CLFFX's price experiences larger fluctuations and is considered to be riskier than ACLAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


CLFFXACLAXDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.01%

3.69%

+0.32%

Volatility (6M)

Calculated over the trailing 6-month period

10.38%

8.51%

+1.87%

Volatility (1Y)

Calculated over the trailing 1-year period

18.51%

15.58%

+2.93%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.83%

14.63%

+2.20%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

19.45%

17.48%

+1.97%