Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CACOX (CONGRESS ALL CAP OPPORTUNITY FUND RETAIL CLASS) | NA | -19.42% | 0.88% | 3.46% | NA | NA | NA | … | … |
Data as of 10/26/2018, Common starting date is 11/02/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CACOX (CONGRESS ALL CAP OPPORTUNITY FUND RETAIL CLASS) | 11/02/2012 | 10/26/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -23.37 | -19.42 | 0.88 | 3.46 | NA | NA | NA | … | … | -23.32 | 21.38 | 13.18 | -4.84 | 13.66 | 27.89 | 2.95 |
| Sharpe Ratio | NA | -0.78 | 0.01 | 0.16 | NA | NA | NA | … | … | -1.00 | 2.27 | 0.72 | -0.30 | 0.92 | 2.18 | 1.59 |
| Standard Deviation(%) | NA | 26.50 | 19.50 | 17.86 | NA | NA | NA | … | … | 28.85 | 9.16 | 17.92 | 16.14 | 14.80 | 12.77 | 12.98 |
| Draw Down(%) | NA | 32.07 | 32.07 | 32.07 | NA | NA | NA | … | … | 32.07 | 3.85 | 18.74 | 15.58 | 10.14 | 9.88 | 4.95 |
| Yield(%) | 0.00 | 1.24 | 0.88 | 1.02 | 0.67 | 0.45 | 0.33 | … | … | 0.00 | 1.43 | 0.15 | 0.90 | 0.47 | 1.99 | 0.25 |
Data as of 10/26/2018, Common starting date is 11/02/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CACOX (CONGRESS ALL CAP OPPORTUNITY FUND RETAIL CLASS) |
4.90%
Jan 2013 – Jan 2016 |
11.04%
Mar 2013 – Mar 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CACOX (CONGRESS ALL CAP OPPORTUNITY FUND RETAIL CLASS) |
15.81%
Sep 2015 – Sep 2018 |
13.70%
Dec 2012 – Dec 2017 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart