Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BEQIX (BALTER L/S SMALL CAP EQUITY FUND BALTER L/S SMALL CAP EQUITY FUND INSTITUTIONAL CLASS) | NA | 1.16% | 9.47% | 5.48% | NA | NA | NA | 6.12% |
Data as of 07/02/2019, AR inception is 01/03/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BEQIX (BALTER L/S SMALL CAP EQUITY FUND BALTER L/S SMALL CAP EQUITY FUND INSTITUTIONAL CLASS) | 01/03/2014 | 07/02/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 1.16 | 9.47 | 5.48 | NA | NA | NA | 6.12 | 10.13 | -2.42 | 15.62 | 8.44 | -0.50 | 0.40 |
| Sharpe Ratio | NA | -0.04 | 1.04 | 0.60 | NA | NA | NA | 0.63 | 2.70 | -0.39 | 2.25 | 0.97 | -0.07 | 0.05 |
| Standard Deviation(%) | NA | 9.34 | 8.00 | 8.07 | NA | NA | NA | 7.96 | 7.28 | 9.71 | 6.69 | 8.49 | 7.41 | 7.49 |
| Draw Down(%) | NA | 12.95 | 12.95 | 13.58 | NA | NA | NA | 13.58 | 3.50 | 12.95 | 2.33 | 8.40 | 8.49 | 7.05 |
| Yield(%) | 0.00 | 26.17 | 13.94 | 8.33 | 4.29 | 2.86 | 2.15 | 8.58 | 19.46 | 10.83 | 9.84 | 0.65 | 0.00 | 0.00 |
Data as of 07/02/2019, AR inception is 01/03/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BEQIX (BALTER L/S SMALL CAP EQUITY FUND BALTER L/S SMALL CAP EQUITY FUND INSTITUTIONAL CLASS) |
3.44%
Feb 2014 - Feb 2017 |
5.58%
Jun 2014 - Jun 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BEQIX (BALTER L/S SMALL CAP EQUITY FUND BALTER L/S SMALL CAP EQUITY FUND INSTITUTIONAL CLASS) |
12.18%
Feb 2016 - Feb 2019 |
6.79%
Apr 2014 - Apr 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart