Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BHTAX (BEECH HILL TOTAL RETURN FUND BEECH HILL TOTAL RETURN FUND CLASS A SHARES) | NA | 14.99% | 3.56% | 8.27% | 5.57% | NA | NA | … | … |
Data as of 12/18/2023, Common starting date is 02/10/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BHTAX (BEECH HILL TOTAL RETURN FUND BEECH HILL TOTAL RETURN FUND CLASS A SHARES) | 02/10/2011 | 12/18/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 14.99 | 3.56 | 8.27 | 5.57 | NA | NA | … | … | 14.72 | -19.75 | 19.63 | 12.63 | 21.11 | -10.38 | 22.20 | 8.57 | -7.71 | 1.64 | 18.87 | 6.12 | -5.91 |
| Sharpe Ratio | NA | 0.80 | 0.10 | 0.35 | 0.29 | NA | NA | … | … | 0.91 | -0.93 | 1.57 | 0.42 | 1.56 | -0.72 | 3.28 | 0.73 | -0.52 | 0.13 | 1.94 | 0.59 | -0.41 |
| Standard Deviation(%) | NA | 12.27 | 16.58 | 19.43 | 16.28 | NA | NA | … | … | 12.19 | 22.85 | 12.51 | 29.40 | 12.66 | 16.14 | 6.60 | 11.48 | 14.76 | 12.09 | 9.70 | 10.35 | 16.18 |
| Draw Down(%) | NA | 10.89 | 25.87 | 30.90 | 30.90 | NA | NA | … | … | 10.89 | 25.82 | 6.21 | 30.90 | 8.40 | 21.28 | 2.56 | 10.45 | 19.45 | 10.75 | 7.40 | 7.96 | 15.43 |
| Yield(%) | 0.00 | 30.28 | 12.05 | 10.81 | 6.72 | 5.22 | 3.92 | … | … | 30.19 | 0.04 | 9.20 | 3.46 | 5.45 | 1.77 | 0.53 | 0.92 | 2.20 | 6.40 | 1.14 | 1.80 | 0.00 |
Data as of 12/18/2023, Common starting date is 02/10/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BHTAX (BEECH HILL TOTAL RETURN FUND BEECH HILL TOTAL RETURN FUND CLASS A SHARES) |
-0.38%
Mar 2017 – Mar 2020 |
0.38%
Mar 2015 – Mar 2020 |
4.55%
Sep 2012 – Sep 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BHTAX (BEECH HILL TOTAL RETURN FUND BEECH HILL TOTAL RETURN FUND CLASS A SHARES) |
17.73%
Dec 2018 – Dec 2021 |
12.38%
Oct 2016 – Oct 2021 |
8.74%
Sep 2011 – Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart