Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BESRX (BALTER EUROPEAN L/S SMALL CAP FUND BALTER EUROPEAN L/S SMALL CAP FUND INVESTOR CLASS) | NA | -14.95% | 48.57% | 33.96% | NA | NA | NA | 31.60% |
Data as of 02/23/2021, AR inception is 12/31/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BESRX (BALTER EUROPEAN L/S SMALL CAP FUND BALTER EUROPEAN L/S SMALL CAP FUND INVESTOR 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 | -14.95 | 48.57 | 33.96 | NA | NA | NA | 31.60 | -21.00 | 8.21 | 358.66 | -15.09 | 24.93 | -5.10 | 0.00 |
| Sharpe Ratio | NA | -0.65 | 1.03 | 0.91 | NA | NA | NA | 0.83 | -1.61 | 0.46 | 4.75 | -1.88 | 3.06 | -0.39 | NA |
| Standard Deviation(%) | NA | 25.68 | 46.33 | 36.38 | NA | NA | NA | 36.08 | 50.81 | 17.32 | 75.14 | 8.74 | 7.97 | 13.53 | 0.00 |
| Draw Down(%) | NA | 29.27 | 39.22 | 39.22 | NA | NA | NA | 39.22 | 22.72 | 29.36 | 18.50 | 19.50 | 4.10 | 14.40 | 0.00 |
| Yield(%) | 0.00 | 0.00 | 55.48 | 42.89 | 19.62 | 13.08 | 9.81 | 39.24 | 0.00 | 0.00 | 204.99 | 4.84 | 6.03 | 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 |
|---|---|---|---|---|
| BESRX (BALTER EUROPEAN L/S SMALL CAP FUND BALTER EUROPEAN L/S SMALL CAP FUND INVESTOR CLASS) |
15.07%
Jan 2016 - Jan 2019 |
33.25%
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 |
|---|---|---|---|---|
| BESRX (BALTER EUROPEAN L/S SMALL CAP FUND BALTER EUROPEAN L/S SMALL CAP FUND INVESTOR CLASS) |
82.46%
Jun 2016 - Jun 2019 |
33.25%
Jan 2016 - Jan 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart