Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ALGSX (ALAMBIC SMALL CAP GROWTH PLUS FUND ALAMBIC SMALL CAP GROWTH PLUS FUND) | NA | -8.92% | 6.81% | NA | NA | NA | NA | … | … |
Data as of 11/01/2019, Common starting date is 12/30/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ALGSX (ALAMBIC SMALL CAP GROWTH PLUS FUND ALAMBIC SMALL CAP GROWTH PLUS FUND) | 12/30/2015 | 11/01/2019 |
| 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 | -8.92 | 6.81 | NA | NA | NA | NA | … | … | 3.83 | -26.17 | 1.89 | 23.73 | -0.91 |
| Sharpe Ratio | NA | -0.56 | 0.36 | NA | NA | NA | NA | … | … | 0.18 | -1.15 | 0.07 | 1.24 | NA |
| Standard Deviation(%) | NA | 18.45 | 15.89 | NA | NA | NA | NA | … | … | 17.34 | 23.88 | 19.16 | 18.81 | 0.00 |
| Draw Down(%) | NA | 16.97 | 25.73 | NA | NA | NA | NA | … | … | 16.57 | 34.85 | 13.49 | 14.56 | 0.91 |
| Yield(%) | 0.00 | 13.72 | 10.98 | 7.02 | 3.51 | 2.34 | 1.75 | … | … | 0.00 | 13.50 | 14.60 | 0.00 | 0.00 |
Data as of 11/01/2019, Common starting date is 12/30/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALGSX (ALAMBIC SMALL CAP GROWTH PLUS FUND ALAMBIC SMALL CAP GROWTH PLUS FUND) |
4.11%
Aug 2016 – Aug 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 |
|---|---|---|---|---|
| ALGSX (ALAMBIC SMALL CAP GROWTH PLUS FUND ALAMBIC SMALL CAP GROWTH PLUS FUND) |
15.85%
Feb 2016 – Feb 2019 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart