Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ATQCX (ARBITRAGE TACTICAL EQUITY FUND CLASS C) | NA | 2.26% | 3.02% | NA | NA | NA | NA | … | … |
Data as of 07/31/2019, Common starting date is 01/12/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ATQCX (ARBITRAGE TACTICAL EQUITY FUND CLASS C) | 01/12/2015 | 07/31/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.20 | 2.26 | 3.02 | NA | NA | NA | NA | … | … | 5.49 | -6.70 | 5.84 | 4.58 | -8.85 |
| Sharpe Ratio | NA | -0.43 | 0.24 | NA | NA | NA | NA | … | … | 1.73 | -1.50 | 1.80 | 1.40 | -1.90 |
| Standard Deviation(%) | NA | 5.01 | 4.23 | NA | NA | NA | NA | … | … | 4.68 | 5.35 | 2.90 | 3.11 | 4.81 |
| Draw Down(%) | NA | 7.13 | 8.84 | NA | NA | NA | NA | … | … | 2.57 | 8.84 | 1.10 | 2.51 | 11.28 |
| Yield(%) | 0.00 | 2.75 | 0.98 | 0.72 | 0.36 | 0.24 | 0.18 | … | … | 0.75 | 2.01 | 0.00 | 0.00 | 0.87 |
Data as of 07/31/2019, Common starting date is 01/12/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ATQCX (ARBITRAGE TACTICAL EQUITY FUND CLASS C) |
-0.44%
Apr 2015 – Apr 2018 |
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 |
|---|---|---|---|---|
| ATQCX (ARBITRAGE TACTICAL EQUITY FUND CLASS C) |
3.82%
Mar 2016 – Mar 2019 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart