Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BURCX (BURNHAM FINANCIAL LONG/SHORT FUND CLASS C) | NA | -2.77% | 9.06% | 9.65% | 7.01% | NA | NA | … | … |
Data as of 06/30/2016, Common starting date is 05/05/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BURCX (BURNHAM FINANCIAL LONG/SHORT FUND CLASS C) | 05/05/2004 | 06/30/2016 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.04 | -2.77 | 9.06 | 9.65 | 7.01 | NA | NA | … | … | -8.80 | 11.50 | 6.38 | 21.20 | 20.24 | -21.68 | 0.78 | 29.82 | -12.98 | -16.87 | 7.69 | 1.69 | 10.18 |
| Sharpe Ratio | NA | -0.34 | 0.50 | 0.32 | 0.05 | NA | NA | … | … | -1.04 | 0.93 | 0.55 | 2.07 | 1.30 | -0.76 | 0.04 | 0.87 | -0.29 | -0.83 | 0.41 | -0.04 | 1.60 |
| Standard Deviation(%) | NA | 15.46 | 12.52 | 17.64 | 25.02 | NA | NA | … | … | 16.52 | 12.32 | 11.56 | 10.22 | 15.71 | 28.58 | 17.20 | 34.35 | 47.50 | 24.09 | 10.79 | 11.24 | 9.22 |
| Draw Down(%) | NA | 21.33 | 21.33 | 24.80 | 51.85 | NA | NA | … | … | 16.20 | 7.25 | 7.75 | 4.57 | 12.26 | 30.71 | 21.04 | 30.54 | 36.09 | 23.36 | 7.23 | 7.00 | 5.31 |
| Yield(%) | 0.00 | 2.58 | 3.37 | 4.11 | 4.72 | 4.17 | 3.12 | … | … | 0.00 | 2.78 | 4.92 | 1.60 | 4.03 | 5.57 | 1.11 | 0.00 | 5.20 | 14.88 | 8.28 | 6.11 | 0.00 |
Data as of 06/30/2016, Common starting date is 05/05/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BURCX (BURNHAM FINANCIAL LONG/SHORT FUND CLASS C) |
-5.39%
Feb 2006 – Feb 2009 |
-1.05%
Sep 2006 – Sep 2011 |
6.91%
Feb 2006 – Feb 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BURCX (BURNHAM FINANCIAL LONG/SHORT FUND CLASS C) |
20.37%
Sep 2011 – Sep 2014 |
16.22%
Feb 2009 – Feb 2014 |
8.95%
Nov 2005 – Nov 2015 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart