Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BURFX (BURNHAM FINANCIAL LONG/SHORT FUND CLASS A) | NA | -2.05% | 9.86% | 10.42% | 7.78% | NA | NA | … | … |
Data as of 06/30/2016, Common starting date is 05/05/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BURFX (BURNHAM FINANCIAL LONG/SHORT FUND CLASS A) | 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 (%) | -1.98 | -2.05 | 9.86 | 10.42 | 7.78 | NA | NA | … | … | -8.46 | 12.53 | 7.34 | 22.14 | 21.19 | -21.22 | 1.27 | 30.78 | -12.79 | -16.84 | 7.73 | 1.68 | 10.86 |
| Sharpe Ratio | NA | -0.28 | 0.58 | 0.36 | 0.07 | NA | NA | … | … | -1.00 | 1.01 | 0.64 | 2.17 | 1.34 | -0.74 | 0.07 | 0.89 | -0.29 | -0.81 | 0.40 | -0.04 | 1.72 |
| Standard Deviation(%) | NA | 15.49 | 12.50 | 17.71 | 25.20 | NA | NA | … | … | 16.54 | 12.33 | 11.48 | 10.20 | 15.92 | 28.72 | 17.28 | 34.34 | 47.73 | 24.54 | 11.18 | 11.57 | 9.23 |
| Draw Down(%) | NA | 21.12 | 21.12 | 24.63 | 51.93 | NA | NA | … | … | 16.14 | 7.11 | 7.62 | 4.55 | 12.10 | 30.31 | 20.87 | 30.39 | 36.09 | 23.76 | 7.81 | 7.49 | 5.02 |
| Yield(%) | 0.00 | 2.44 | 3.25 | 4.06 | 4.92 | 4.41 | 3.30 | … | … | 0.00 | 2.64 | 4.71 | 1.54 | 3.92 | 5.70 | 1.37 | 0.00 | 5.65 | 15.57 | 8.93 | 6.75 | 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 |
|---|---|---|---|---|
| BURFX (BURNHAM FINANCIAL LONG/SHORT FUND CLASS A) |
-4.68%
Feb 2006 – Feb 2009 |
-0.36%
Sep 2006 – Sep 2011 |
7.68%
Feb 2006 – Feb 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BURFX (BURNHAM FINANCIAL LONG/SHORT FUND CLASS A) |
21.25%
Sep 2011 – Sep 2014 |
17.03%
Feb 2009 – Feb 2014 |
9.73%
Nov 2005 – Nov 2015 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart