Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BEQRX (BALTER L/S SMALL CAP EQUITY FUND BALTER L/S SMALL CAP EQUITY FUND INVESTOR CLASS) | NA | 1.36% | NA | NA | NA | NA | NA | 12.12% |
Data as of 07/02/2019, AR inception is 11/16/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BEQRX (BALTER L/S SMALL CAP EQUITY FUND BALTER L/S SMALL CAP EQUITY FUND INVESTOR CLASS) | 11/16/2017 | 07/02/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 1.36 | NA | NA | NA | NA | NA | 12.12 | 10.47 | -2.78 | 4.39 |
| Sharpe Ratio | NA | -0.02 | NA | NA | NA | NA | NA | 0.67 | 2.82 | -0.42 | 7.44 |
| Standard Deviation(%) | NA | 9.35 | NA | NA | NA | NA | NA | 8.84 | 7.25 | 9.76 | 5.97 |
| Draw Down(%) | NA | 13.07 | NA | NA | NA | NA | NA | 13.07 | 3.33 | 13.07 | 1.21 |
| Yield(%) | 0.00 | 26.24 | 11.81 | 7.09 | 3.54 | 2.36 | 1.77 | 35.44 | 19.53 | 10.84 | 8.89 |
Data as of 07/02/2019, AR inception is 11/16/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BEQRX (BALTER L/S SMALL CAP EQUITY FUND BALTER L/S SMALL CAP EQUITY FUND INVESTOR CLASS) |
0.00%
NA |
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 |
|---|---|---|---|---|
| BEQRX (BALTER L/S SMALL CAP EQUITY FUND BALTER L/S SMALL CAP EQUITY FUND INVESTOR CLASS) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart