Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BDKAX (BRADDOCK MULTI-STRATEGY INCOME FUND CLASS A SHARES) | 2.07% | 7.86% | 8.62% | 3.77% | 0.93% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 01/04/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BDKAX (BRADDOCK MULTI-STRATEGY INCOME FUND CLASS A SHARES) | 01/04/2016 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.59 | 7.86 | 8.62 | 3.77 | 0.93 | NA | NA | … | … | 2.07 | 8.52 | 8.56 | 11.69 | -11.88 | 5.42 | -28.01 | 6.36 | 3.00 | 7.11 | 5.95 |
| Sharpe Ratio | NA | 1.61 | 2.02 | 0.45 | -0.03 | NA | NA | … | … | 0.55 | 1.86 | 2.18 | 3.58 | -4.77 | 4.43 | -0.40 | 4.69 | 1.72 | 4.91 | 2.41 |
| Standard Deviation(%) | NA | 2.98 | 2.64 | 2.58 | 22.24 | NA | NA | … | … | 3.07 | 3.04 | 2.27 | 2.26 | 2.80 | 1.22 | 69.92 | 1.04 | 0.95 | 1.32 | 2.38 |
| Draw Down(%) | NA | 1.51 | 2.10 | 12.72 | 67.68 | NA | NA | … | … | 1.51 | 2.10 | 0.71 | 0.81 | 12.00 | 0.54 | 67.68 | 0.20 | 0.93 | 0.22 | 0.89 |
| Yield(%) | 0.52 | 7.88 | 7.25 | 5.43 | 4.03 | 2.82 | 2.12 | … | … | 2.89 | 8.09 | 6.34 | 6.64 | 4.33 | 3.43 | 2.81 | 3.89 | 4.14 | 4.79 | 5.49 |
Data as of 06/03/2026, Common starting date is 01/04/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BDKAX (BRADDOCK MULTI-STRATEGY INCOME FUND CLASS A SHARES) |
-17.24%
Mar 2017 – Mar 2020 |
-6.04%
Jan 2018 – Jan 2023 |
0.94%
Apr 2016 – Apr 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BDKAX (BRADDOCK MULTI-STRATEGY INCOME FUND CLASS A SHARES) |
11.50%
Mar 2020 – Mar 2023 |
11.05%
Mar 2020 – Mar 2025 |
1.19%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart