CLFFX vs. CISMX
CLFFX (Clifford Capital Partners Fund) and CISMX (Clarkston Partners Fund) are both Mid Cap Value Equities funds. Over the past 10 years, CLFFX returned 11.01%/yr vs 6.18%/yr for CISMX. Their correlation of 0.81 suggests significant overlap in exposure. CLFFX charges 1.15%/yr vs 1.00%/yr for CISMX.
Performance
CLFFX vs. CISMX - Performance Comparison
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Returns By Period
Over the past 10 years, CLFFX has outperformed CISMX with an annualized return of 11.01%, while CISMX has yielded a comparatively lower 6.18% annualized return.
CLFFX
- 1D
- 0.81%
- 1M
- 0.61%
- YTD
- 9.60%
- 6M
- 8.17%
- 1Y
- 25.05%
- 3Y*
- 15.40%
- 5Y*
- 7.08%
- 10Y*
- 11.01%
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%
CLFFX vs. CISMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CLFFX Clifford Capital Partners Fund | 9.60% | 18.10% | 9.08% | 4.68% | -4.08% | 19.72% | 10.51% | 23.74% | -9.25% | 10.63% |
CISMX Clarkston Partners Fund | 0.00% | -8.37% | 4.49% | 6.41% | -0.40% | 7.94% | 17.42% | 23.98% | -7.25% | 12.84% |
Correlation
The correlation between CLFFX and CISMX is 0.71, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.71 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.75 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.81 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.80 |
Correlation (All Time) Calculated using the full available price history since Sep 22, 2015 | 0.81 |
The correlation between CLFFX and CISMX shifts across timeframes, from 0.71 (1 year) to 0.81 (5 years), reflecting how their relationship changes across market environments.
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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.
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.
| CLFFX | CISMX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.68 | ||
| Sortino ratioReturn per unit of downside risk | +2.26 | ||
| Omega ratioGain probability vs. loss probability | 1.32 | 1.03 | +0.28 |
| Calmar ratioReturn relative to maximum drawdown | 2.75 | 0.20 | +2.55 |
| Martin ratioReturn relative to average drawdown | 9.77 | 0.45 | +9.33 |
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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 | -9.51% | -10.54% | +1.03% |
Max Drawdown (3Y)Largest decline over 3 years | -16.03% | -21.19% | +5.16% |
Max Drawdown (5Y)Largest decline over 5 years | -19.08% | -21.19% | +2.11% |
Max Drawdown (10Y)Largest decline over 10 years | -40.20% | -33.80% | -6.40% |
Current DrawdownCurrent decline from peak | -1.28% | -14.41% | +13.13% |
Average DrawdownAverage peak-to-trough decline | -6.00% | -6.72% | +0.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.64% | 4.79% | -2.15% |
Volatility
CLFFX vs. CISMX - Volatility Comparison
Clifford Capital Partners Fund (CLFFX) and Clarkston Partners Fund (CISMX) have volatilities of 4.71% 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
| CLFFX | CISMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.71% | 4.69% | +0.02% |
Volatility (6M)Calculated over the trailing 6-month period | 10.64% | 12.70% | -2.06% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.53% | 17.21% | -2.68% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.86% | 17.50% | -0.64% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.48% | 18.31% | +1.17% |
CLFFX vs. CISMX - Expense Ratio Comparison
CLFFX has a 1.15% expense ratio, which is higher than CISMX's 1.00% expense ratio.
Dividends
CLFFX vs. CISMX - Dividend Comparison
CLFFX's dividend yield for the trailing twelve months is around 1.18%, less than CISMX's 4.65% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
CLFFX Clifford Capital Partners Fund | 1.18% | 1.29% | 1.21% | 4.93% | 1.99% | 4.30% | 2.08% | 1.59% | 5.70% | 5.09% | 0.41% | 0.00% |
Frequently Asked Questions
CLFFX and CISMX have a correlation of 0.71, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CLFFX has higher volatility (4.71%) compared to CISMX (4.69%). In terms of maximum drawdown, CLFFX dropped -40.20% vs CISMX's -33.80%.
CLFFX currently has the higher Sharpe Ratio (1.80 vs 0.12), 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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