Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BESMX (BALTER EUROPEAN L/S SMALL CAP FUND BALTER EUROPEAN L/S SMALL CAP FUND INSTITUTIONAL CLASS) | NA | -14.54% | -14.13% | -3.56% | NA | NA | NA | -5.26% |
Data as of 02/23/2021, AR inception is 12/31/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BESMX (BALTER EUROPEAN L/S SMALL CAP FUND BALTER EUROPEAN L/S SMALL CAP FUND INSTITUTIONAL CLASS) | 12/31/2015 | 02/23/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -14.54 | -14.13 | -3.56 | NA | NA | NA | -5.26 | -20.79 | 8.58 | -12.18 | -14.82 | 25.03 | -5.10 | 0.00 |
| Sharpe Ratio | NA | -0.64 | -0.84 | -0.28 | NA | NA | NA | -0.38 | -1.61 | 0.48 | -0.89 | -1.87 | 3.06 | -0.39 | NA |
| Standard Deviation(%) | NA | 25.56 | 17.89 | 15.16 | NA | NA | NA | 15.39 | 50.50 | 17.29 | 15.31 | 8.65 | 8.01 | 13.53 | 0.00 |
| Draw Down(%) | NA | 29.33 | 47.17 | 47.66 | NA | NA | NA | 47.66 | 22.61 | 29.41 | 20.39 | 19.31 | 4.10 | 14.40 | 0.00 |
| Yield(%) | 0.00 | 0.00 | 1.66 | 2.54 | 1.16 | 0.77 | 0.58 | 2.32 | 0.00 | 0.00 | 0.00 | 5.02 | 6.12 | 0.00 | 0.00 |
Data as of 02/23/2021, AR inception is 12/31/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BESMX (BALTER EUROPEAN L/S SMALL CAP FUND BALTER EUROPEAN L/S SMALL CAP FUND INSTITUTIONAL CLASS) |
-14.03%
Jan 2018 - Jan 2021 |
-4.10%
Jan 2016 - Jan 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BESMX (BALTER EUROPEAN L/S SMALL CAP FUND BALTER EUROPEAN L/S SMALL CAP FUND INSTITUTIONAL CLASS) |
5.33%
Jun 2016 - Jun 2019 |
-4.10%
Jan 2016 - Jan 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart