Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ALAMX (ALAMBIC SMALL CAP VALUE PLUS FUND ALAMBIC SMALL CAP VALUE PLUS FUND) | NA | -21.71% | 2.93% | NA | NA | NA | NA | … | … |
Data as of 07/10/2019, Common starting date is 09/02/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ALAMX (ALAMBIC SMALL CAP VALUE PLUS FUND ALAMBIC SMALL CAP VALUE PLUS FUND) | 09/02/2015 | 07/10/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -21.71 | 2.93 | NA | NA | NA | NA | … | … | 0.11 | -24.88 | -7.33 | 28.81 | 1.70 |
| Sharpe Ratio | NA | -1.61 | -0.35 | NA | NA | NA | NA | … | … | -0.09 | -1.25 | -0.41 | 1.56 | 0.30 |
| Standard Deviation(%) | NA | 20.80 | 18.77 | NA | NA | NA | NA | … | … | 15.64 | 20.95 | 19.50 | 18.21 | 17.33 |
| Draw Down(%) | NA | 32.17 | 34.70 | NA | NA | NA | NA | … | … | 15.49 | 32.24 | 12.97 | 13.57 | 7.20 |
| Yield(%) | 0.00 | 10.25 | 9.23 | 6.12 | 3.06 | 2.04 | 1.53 | … | … | 0.56 | 10.76 | 12.24 | 0.44 | 0.28 |
Data as of 07/10/2019, Common starting date is 09/02/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALAMX (ALAMBIC SMALL CAP VALUE PLUS FUND ALAMBIC SMALL CAP VALUE PLUS FUND) |
3.71%
May 2016 – May 2019 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALAMX (ALAMBIC SMALL CAP VALUE PLUS FUND ALAMBIC SMALL CAP VALUE PLUS FUND) |
13.33%
Feb 2016 – Feb 2019 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart