Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ABYAX (ABBEY CAPITAL FUTURES STRATEGY FUND CLASS A SHARES) | 7.74% | 15.88% | 2.46% | 3.46% | 3.29% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 09/03/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ABYAX (ABBEY CAPITAL FUTURES STRATEGY FUND CLASS A SHARES) | 09/03/2014 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.02 | 15.88 | 2.46 | 3.46 | 3.29 | NA | NA | … | … | 7.74 | 1.47 | 0.77 | -3.55 | 16.76 | 3.19 | 7.58 | 8.67 | -6.49 | -0.26 | -4.06 | 3.84 | 14.10 |
| Sharpe Ratio | NA | 1.55 | -0.18 | 0.08 | 0.18 | NA | NA | … | … | 1.68 | -0.20 | -0.38 | -0.96 | 1.76 | 0.36 | 1.11 | 0.88 | -0.77 | -0.13 | -0.58 | 0.41 | 5.28 |
| Standard Deviation(%) | NA | 7.66 | 7.51 | 7.97 | 8.01 | NA | NA | … | … | 8.51 | 7.01 | 7.54 | 7.54 | 8.77 | 8.76 | 6.59 | 8.13 | 10.33 | 6.95 | 7.43 | 9.38 | 9.32 |
| Draw Down(%) | NA | 2.87 | 14.21 | 15.23 | 15.23 | NA | NA | … | … | 2.61 | 7.82 | 10.86 | 6.72 | 7.30 | 5.38 | 4.36 | 7.57 | 14.63 | 7.32 | 12.03 | 8.11 | 1.83 |
| Yield(%) | 0.00 | 1.35 | 1.26 | 4.22 | 3.16 | 2.52 | 1.89 | … | … | 0.00 | 1.27 | 1.67 | 0.94 | 15.40 | 3.55 | 1.43 | 8.41 | 0.00 | 0.00 | 0.00 | 0.06 | 2.13 |
Data as of 06/03/2026, Common starting date is 09/03/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ABYAX (ABBEY CAPITAL FUTURES STRATEGY FUND CLASS A SHARES) |
-5.46%
Feb 2016 – Feb 2019 |
-1.15%
Jan 2015 – Jan 2020 |
1.21%
May 2015 – May 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ABYAX (ABBEY CAPITAL FUTURES STRATEGY FUND CLASS A SHARES) |
11.25%
Oct 2019 – Oct 2022 |
8.04%
Sep 2017 – Sep 2022 |
3.15%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart
