Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BHHEX (Soundwatch Core Hedged Equity Fund – Ins) | NA | -12.91% | 5.33% | 4.77% | NA | NA | NA | … | … |
Data as of 10/25/2022, Common starting date is 12/01/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BHHEX (Soundwatch Core Hedged Equity Fund – Ins) | 12/01/2016 | 10/25/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.74 | -12.91 | 5.33 | 4.77 | NA | NA | NA | … | … | -14.73 | 17.85 | 10.54 | 16.66 | -8.07 | 18.17 | 0.87 |
| Sharpe Ratio | NA | -0.95 | 0.28 | 0.27 | NA | NA | NA | … | … | -1.19 | 2.21 | 0.41 | 2.15 | -0.70 | 3.35 | 1.87 |
| Standard Deviation(%) | NA | 14.51 | 17.20 | 14.98 | NA | NA | NA | … | … | 15.79 | 8.07 | 24.80 | 7.11 | 13.52 | 5.26 | 5.68 |
| Draw Down(%) | NA | 17.85 | 25.18 | 25.18 | NA | NA | NA | … | … | 17.85 | 3.96 | 25.18 | 3.45 | 14.94 | 1.92 | 1.37 |
| Yield(%) | 0.00 | 0.53 | 1.09 | 1.10 | 0.63 | 0.42 | 0.31 | … | … | 0.00 | 0.62 | 1.04 | 2.08 | 0.98 | 0.71 | 0.00 |
Data as of 10/25/2022, Common starting date is 12/01/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BHHEX (Soundwatch Core Hedged Equity Fund – Ins) |
2.34%
Mar 2017 – Mar 2020 |
4.31%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BHHEX (Soundwatch Core Hedged Equity Fund – Ins) |
15.54%
Dec 2018 – Dec 2021 |
9.70%
Jan 2017 – Jan 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart