Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BWDTX (BOYD WATTERSON LIMITED DURATION ENHANCED INCOME FUND CLASS I2 SHARES) | 0.30% | 4.60% | 6.67% | 4.30% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 08/03/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BWDTX (BOYD WATTERSON LIMITED DURATION ENHANCED INCOME FUND CLASS I2 SHARES) | 08/03/2016 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.60 | 6.67 | 4.30 | NA | NA | NA | … | … | 0.30 | 2.43 | 6.64 | 9.80 | -3.17 | 2.33 | 4.65 | 7.94 | -0.50 | 4.08 | 0.85 |
| Sharpe Ratio | NA | 1.25 | 2.04 | 0.90 | NA | NA | NA | … | … | -0.76 | -0.14 | 1.88 | 3.16 | -1.60 | 2.22 | 1.00 | 6.37 | -1.69 | 3.63 | 1.61 |
| Standard Deviation(%) | NA | 1.72 | 1.76 | 2.00 | NA | NA | NA | … | … | 2.34 | 2.96 | 1.60 | 1.96 | 2.88 | 1.04 | 4.39 | 1.02 | 1.12 | 0.95 | 1.13 |
| Draw Down(%) | NA | 2.09 | 2.09 | 6.35 | NA | NA | NA | … | … | 2.09 | 1.98 | 0.71 | 1.04 | 6.35 | 0.69 | 10.06 | 0.20 | 2.17 | 0.59 | 0.79 |
| Yield(%) | 0.00 | 4.40 | 5.39 | 4.47 | 3.84 | 2.56 | 1.92 | … | … | 0.00 | 5.76 | 5.82 | 5.71 | 3.53 | 3.18 | 3.21 | 3.61 | 3.99 | 2.93 | 1.35 |
Data as of 06/04/2026, Common starting date is 08/03/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BWDTX (BOYD WATTERSON LIMITED DURATION ENHANCED INCOME FUND CLASS I2 SHARES) |
0.51%
Sep 2019 – Sep 2022 |
1.71%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BWDTX (BOYD WATTERSON LIMITED DURATION ENHANCED INCOME FUND CLASS I2 SHARES) |
8.37%
Sep 2022 – Sep 2025 |
5.45%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart