DALCX vs. CISMX
DALCX (Dean Mid Cap Value Fund) and CISMX (Clarkston Partners Fund) are both Mid Cap Value Equities funds. Over the past 10 years, DALCX returned 11.00%/yr vs 6.28%/yr for CISMX. Their correlation of 0.85 suggests significant overlap in exposure. DALCX charges 0.85%/yr vs 1.00%/yr for CISMX.
Performance
DALCX vs. CISMX - Performance Comparison
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Returns By Period
In the year-to-date period, DALCX achieves a 13.27% return, which is significantly higher than CISMX's -2.22% return. Over the past 10 years, DALCX has outperformed CISMX with an annualized return of 11.00%, while CISMX has yielded a comparatively lower 6.28% annualized return.
DALCX
- 1D
- 0.40%
- 1M
- 0.88%
- YTD
- 13.27%
- 6M
- 12.29%
- 1Y
- 18.73%
- 3Y*
- 16.21%
- 5Y*
- 11.37%
- 10Y*
- 11.00%
CISMX
- 1D
- -2.22%
- 1M
- 0.33%
- YTD
- -2.22%
- 6M
- -3.07%
- 1Y
- -0.06%
- 3Y*
- -0.44%
- 5Y*
- -1.14%
- 10Y*
- 6.28%
DALCX vs. CISMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DALCX Dean Mid Cap Value Fund | 13.27% | 9.49% | 16.50% | 12.82% | -4.68% | 28.25% | -2.05% | 26.96% | -11.07% | 15.11% |
CISMX Clarkston Partners Fund | -2.22% | -8.37% | 4.49% | 6.41% | -0.40% | 7.94% | 17.42% | 23.98% | -7.25% | 12.84% |
Correlation
The correlation between DALCX and CISMX is 0.64, 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 | 0.64 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.76 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.82 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.85 |
Correlation (All Time) Calculated using the full available price history since Sep 22, 2015 | 0.85 |
Over the past year, the correlation between DALCX and CISMX has dropped to 0.64 - well below their long-term average of 0.85, suggesting their price drivers have been diverging.
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Return for Risk
DALCX vs. CISMX — Risk / Return Rank
DALCX
CISMX
DALCX vs. CISMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Dean Mid Cap Value Fund (DALCX) 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.
| DALCX | CISMX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.56 | ||
| Sortino ratioReturn per unit of downside risk | +2.19 | ||
| Omega ratioGain probability vs. loss probability | 1.27 | 1.01 | +0.26 |
| Calmar ratioReturn relative to maximum drawdown | 2.15 | -0.03 | +2.18 |
| Martin ratioReturn relative to average drawdown | 7.55 | -0.06 | +7.61 |
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Drawdowns
DALCX vs. CISMX - Drawdown Comparison
The maximum DALCX drawdown since its inception was -41.99%, which is greater than CISMX's maximum drawdown of -33.80%. Use the drawdown chart below to compare losses from any high point for DALCX and CISMX.
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Drawdown Indicators
| DALCX | CISMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.99% | -33.80% | -8.19% |
Max Drawdown (1Y)Largest decline over 1 year | -9.28% | -10.54% | +1.26% |
Max Drawdown (3Y)Largest decline over 3 years | -15.64% | -21.19% | +5.55% |
Max Drawdown (5Y)Largest decline over 5 years | -15.64% | -21.19% | +5.55% |
Max Drawdown (10Y)Largest decline over 10 years | -41.99% | -33.80% | -8.19% |
Current DrawdownCurrent decline from peak | -0.96% | -16.31% | +15.35% |
Average DrawdownAverage peak-to-trough decline | -4.17% | -6.73% | +2.56% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.63% | 4.81% | -2.18% |
Volatility
DALCX vs. CISMX - Volatility Comparison
The current volatility for Dean Mid Cap Value Fund (DALCX) is 3.25%, while Clarkston Partners Fund (CISMX) has a volatility of 5.25%. This indicates that DALCX 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
| DALCX | CISMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.25% | 5.25% | -2.00% |
Volatility (6M)Calculated over the trailing 6-month period | 9.69% | 12.89% | -3.20% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.95% | 17.38% | -4.43% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.09% | 17.51% | -2.42% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.80% | 18.32% | -0.52% |
DALCX vs. CISMX - Expense Ratio Comparison
DALCX has a 0.85% expense ratio, which is lower than CISMX's 1.00% expense ratio.
Dividends
DALCX vs. CISMX - Dividend Comparison
DALCX's dividend yield for the trailing twelve months is around 5.45%, more than CISMX's 4.76% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CISMX Clarkston Partners Fund | 4.76% | 4.65% | 1.05% | 3.76% | 16.95% | 0.81% | 3.73% | 3.79% | 7.15% | 1.30% | 1.17% | 0.09% |
DALCX Dean Mid Cap Value Fund | 5.45% | 6.17% | 7.23% | 5.42% | 5.38% | 5.42% | 0.88% | 8.28% | 3.50% | 2.61% | 0.43% | 0.14% |
Frequently Asked Questions
DALCX and CISMX have a correlation of 0.64, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CISMX has higher volatility (5.25%) compared to DALCX (3.25%). In terms of maximum drawdown, DALCX dropped -41.99% vs CISMX's -33.80%.
DALCX currently has the higher Sharpe Ratio (1.54 vs -0.02), 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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