Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BWDAX (Boyd Watterson Limited Duration Enhanced Income Fund Class A Shares) | NA | 8.22% | 2.87% | 3.34% | NA | NA | NA | … | … |
Data as of 04/19/2024, Common starting date is 03/04/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BWDAX (Boyd Watterson Limited Duration Enhanced Income Fund Class A Shares) | 03/04/2019 | 04/19/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 8.22 | 2.87 | 3.34 | NA | NA | NA | … | … | 1.77 | 9.31 | -3.56 | 2.07 | 4.06 | 4.29 |
| Sharpe Ratio | NA | 1.77 | 0.26 | 0.65 | NA | NA | NA | … | … | 1.62 | 1.93 | -1.67 | 1.84 | 0.88 | 4.51 |
| Standard Deviation(%) | NA | 2.49 | 2.42 | 2.73 | NA | NA | NA | … | … | 1.43 | 2.65 | 2.97 | 1.11 | 4.33 | 0.85 |
| Draw Down(%) | NA | 1.07 | 6.57 | 10.12 | NA | NA | NA | … | … | 0.31 | 1.07 | 6.55 | 0.79 | 10.12 | 0.30 |
| Yield(%) | 0.00 | 5.56 | 3.96 | 3.64 | 1.90 | 1.27 | 0.95 | … | … | 1.25 | 5.51 | 3.31 | 2.95 | 2.93 | 3.32 |
Data as of 04/19/2024, Common starting date is 03/04/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BWDAX (Boyd Watterson Limited Duration Enhanced Income Fund Class A Shares) |
0.13%
Sep 2019 – Sep 2022 |
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 |
|---|---|---|---|---|
| BWDAX (Boyd Watterson Limited Duration Enhanced Income Fund Class A Shares) |
3.56%
Mar 2020 – Mar 2023 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart