CLFFX vs. CISMX
Compare and contrast key facts about Clifford Capital Partners Fund (CLFFX) and Clarkston Partners Fund (CISMX).
CLFFX is managed by Clifford Capital. It was launched on Jan 30, 2014. CISMX is managed by Clarkston Funds. It was launched on Sep 15, 2015.
Performance
CLFFX vs. CISMX - Performance Comparison
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CLFFX vs. CISMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
CISMX Clarkston Partners Fund | -4.68% | -8.37% | 4.49% | 6.41% | -0.40% | 7.94% | 17.42% | 23.98% | -7.25% | 12.84% |
Returns By Period
In the year-to-date period, CLFFX achieves a -1.06% return, which is significantly higher than CISMX's -4.68% return. Over the past 10 years, CLFFX has outperformed CISMX with an annualized return of 10.11%, while CISMX has yielded a comparatively lower 5.84% 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%
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%
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CLFFX vs. CISMX - Expense Ratio Comparison
CLFFX has a 1.15% expense ratio, which is higher than CISMX's 1.00% expense ratio.
Return for Risk
CLFFX vs. CISMX — Risk / Return Rank
CLFFX
CISMX
CLFFX vs. CISMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Clifford Capital Partners Fund (CLFFX) 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.
| CLFFX | CISMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.94 | -0.35 | +1.30 |
Sortino ratioReturn per unit of downside risk | 1.36 | -0.40 | +1.76 |
Omega ratioGain probability vs. loss probability | 1.20 | 0.95 | +0.24 |
Calmar ratioReturn relative to maximum drawdown | 1.12 | -0.71 | +1.83 |
Martin ratioReturn relative to average drawdown | 4.59 | -1.71 | +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
| CLFFX | CISMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.94 | -0.35 | +1.30 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.32 | -0.09 | +0.42 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.52 | 0.32 | +0.20 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.51 | 0.34 | +0.17 |
Correlation
The correlation between CLFFX and CISMX 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
CLFFX vs. CISMX - Dividend Comparison
CLFFX's dividend yield for the trailing twelve months is around 1.30%, less than CISMX's 4.88% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
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% |
Drawdowns
CLFFX vs. CISMX - Drawdown Comparison
The maximum CLFFX drawdown since its inception was -40.20%, which is greater than CISMX's maximum drawdown of -33.80%. Use the drawdown chart below to compare losses from any high point for CLFFX and CISMX.
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Drawdown Indicators
| CLFFX | CISMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.20% | -33.80% | -6.40% |
Max Drawdown (1Y)Largest decline over 1 year | -12.76% | -11.26% | -1.50% |
Max Drawdown (5Y)Largest decline over 5 years | -21.36% | -21.19% | -0.17% |
Max Drawdown (10Y)Largest decline over 10 years | -40.20% | -33.80% | -6.40% |
Current DrawdownCurrent decline from peak | -9.51% | -18.41% | +8.90% |
Average DrawdownAverage peak-to-trough decline | -6.06% | -6.55% | +0.49% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.30% | 4.67% | -1.37% |
Volatility
CLFFX vs. CISMX - Volatility Comparison
The current volatility for Clifford Capital Partners Fund (CLFFX) is 4.01%, while Clarkston Partners Fund (CISMX) has a volatility of 4.82%. This indicates that CLFFX experiences smaller price fluctuations and is considered to be less risky 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
| CLFFX | CISMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.01% | 4.82% | -0.81% |
Volatility (6M)Calculated over the trailing 6-month period | 10.38% | 12.44% | -2.06% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.51% | 19.82% | -1.31% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.83% | 17.36% | -0.53% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.45% | 18.21% | +1.24% |