MVEIX vs. CISMX
Compare and contrast key facts about Monteagle Select Value Fund (MVEIX) and Clarkston Partners Fund (CISMX).
MVEIX is managed by Monteagle Funds. It was launched on Mar 30, 1998. CISMX is managed by Clarkston Funds. It was launched on Sep 15, 2015.
Performance
MVEIX vs. CISMX - Performance Comparison
Loading graphics...
MVEIX vs. CISMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MVEIX Monteagle Select Value Fund | -0.87% | 14.79% | 7.97% | 6.60% | -11.14% | 40.11% | 4.89% | 28.29% | -16.96% | 11.14% |
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, MVEIX achieves a -0.87% return, which is significantly higher than CISMX's -4.68% return. Over the past 10 years, MVEIX has outperformed CISMX with an annualized return of 8.92%, while CISMX has yielded a comparatively lower 5.84% annualized return.
MVEIX
- 1D
- -0.35%
- 1M
- -8.33%
- YTD
- -0.87%
- 6M
- 2.24%
- 1Y
- 14.17%
- 3Y*
- 9.93%
- 5Y*
- 6.02%
- 10Y*
- 8.92%
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%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
MVEIX vs. CISMX - Expense Ratio Comparison
MVEIX has a 1.45% expense ratio, which is higher than CISMX's 1.00% expense ratio.
Return for Risk
MVEIX vs. CISMX — Risk / Return Rank
MVEIX
CISMX
MVEIX vs. CISMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Monteagle Select Value Fund (MVEIX) 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.
| MVEIX | CISMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.86 | -0.35 | +1.21 |
Sortino ratioReturn per unit of downside risk | 1.34 | -0.40 | +1.74 |
Omega ratioGain probability vs. loss probability | 1.17 | 0.95 | +0.22 |
Calmar ratioReturn relative to maximum drawdown | 1.14 | -0.71 | +1.85 |
Martin ratioReturn relative to average drawdown | 4.53 | -1.71 | +6.24 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| MVEIX | CISMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.86 | -0.35 | +1.21 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.00 | -0.09 | +0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.01 | 0.32 | -0.32 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.01 | 0.34 | -0.34 |
Correlation
The correlation between MVEIX and CISMX is 0.80, 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
MVEIX vs. CISMX - Dividend Comparison
MVEIX's dividend yield for the trailing twelve months is around 4.65%, less than CISMX's 4.88% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MVEIX Monteagle Select Value Fund | 4.65% | 4.83% | 7.76% | 0.53% | 4.32% | 14.24% | 36.67% | 3.44% | 12.07% | 5.70% | 2.71% | 40.45% |
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
MVEIX vs. CISMX - Drawdown Comparison
The maximum MVEIX drawdown since its inception was -97.43%, which is greater than CISMX's maximum drawdown of -33.80%. Use the drawdown chart below to compare losses from any high point for MVEIX and CISMX.
Loading graphics...
Drawdown Indicators
| MVEIX | CISMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -97.43% | -33.80% | -63.63% |
Max Drawdown (1Y)Largest decline over 1 year | -11.84% | -11.26% | -0.58% |
Max Drawdown (5Y)Largest decline over 5 years | -97.43% | -21.19% | -76.24% |
Max Drawdown (10Y)Largest decline over 10 years | -97.43% | -33.80% | -63.63% |
Current DrawdownCurrent decline from peak | -96.70% | -18.41% | -78.29% |
Average DrawdownAverage peak-to-trough decline | -14.78% | -6.55% | -8.23% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.98% | 4.67% | -1.69% |
Volatility
MVEIX vs. CISMX - Volatility Comparison
The current volatility for Monteagle Select Value Fund (MVEIX) is 3.20%, while Clarkston Partners Fund (CISMX) has a volatility of 4.82%. This indicates that MVEIX 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.
Loading graphics...
Volatility by Period
| MVEIX | CISMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.20% | 4.82% | -1.62% |
Volatility (6M)Calculated over the trailing 6-month period | 9.14% | 12.44% | -3.30% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.45% | 19.82% | -2.37% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 1,967.04% | 17.36% | +1,949.68% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 1,391.05% | 18.21% | +1,372.84% |