Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BWDCX (BOYD WATTERSON LIMITED DURATION ENHANCED INCOME FUND CLASS C SHARES) | NA | 7.52% | 2.08% | 2.55% | 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 |
|---|---|---|
| BWDCX (BOYD WATTERSON LIMITED DURATION ENHANCED INCOME FUND CLASS C 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 | 7.52 | 2.08 | 2.55 | NA | NA | NA | … | … | 1.59 | 8.48 | -4.19 | 1.06 | 3.30 | 3.88 |
| Sharpe Ratio | NA | 1.66 | -0.07 | 0.36 | NA | NA | NA | … | … | 1.12 | 1.81 | -1.93 | 0.99 | 0.69 | 3.39 |
| Standard Deviation(%) | NA | 2.24 | 2.28 | 2.69 | NA | NA | NA | … | … | 1.52 | 2.36 | 2.89 | 1.05 | 4.42 | 0.98 |
| Draw Down(%) | NA | 1.05 | 7.11 | 10.22 | NA | NA | NA | … | … | 0.41 | 1.15 | 6.90 | 0.89 | 10.22 | 0.30 |
| Yield(%) | 0.00 | 4.80 | 3.23 | 2.90 | 1.54 | 1.03 | 0.77 | … | … | 1.07 | 4.74 | 2.58 | 2.16 | 2.20 | 2.83 |
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 |
|---|---|---|---|---|
| BWDCX (BOYD WATTERSON LIMITED DURATION ENHANCED INCOME FUND CLASS C SHARES) |
-0.70%
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 |
|---|---|---|---|---|
| BWDCX (BOYD WATTERSON LIMITED DURATION ENHANCED INCOME FUND CLASS C SHARES) |
2.73%
Mar 2020 – Mar 2023 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart