Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BPRTX (BEACON PLANNED RETURN STRATEGY FUND CLASS A) | NA | 5.48% | NA | NA | NA | NA | NA | … | … |
Data as of 02/28/2020, Common starting date is 06/08/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BPRTX (BEACON PLANNED RETURN STRATEGY FUND CLASS A) | 06/08/2018 | 02/28/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.48 | NA | NA | NA | NA | NA | … | … | 0.00 | 13.91 | -5.01 |
| Sharpe Ratio | NA | 0.66 | NA | NA | NA | NA | NA | … | … | 0.00 | 1.66 | -0.98 |
| Standard Deviation(%) | NA | 6.35 | NA | NA | NA | NA | NA | … | … | NA | 7.53 | 10.44 |
| Draw Down(%) | NA | 3.92 | NA | NA | NA | NA | NA | … | … | 0.00 | 3.92 | 11.83 |
| Yield(%) | 0.00 | 0.00 | 2.54 | 1.52 | 0.76 | 0.51 | 0.38 | … | … | 0.00 | 0.00 | 7.62 |
Data as of 02/28/2020, Common starting date is 06/08/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BPRTX (BEACON PLANNED RETURN STRATEGY FUND CLASS A) |
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 |
|---|---|---|---|---|
| BPRTX (BEACON PLANNED RETURN STRATEGY FUND CLASS A) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart