Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CALIX (IRON EQUITY PREMIUM INCOME FUND IRON EQUITY PREMIUM INCOME FUND – INVESTOR CLASS) | NA | -0.53% | 6.76% | NA | NA | NA | NA | … | … |
Data as of 03/26/2019, Common starting date is 10/30/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CALIX (IRON EQUITY PREMIUM INCOME FUND IRON EQUITY PREMIUM INCOME FUND – INVESTOR CLASS) | 10/30/2015 | 03/26/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -0.53 | 6.76 | NA | NA | NA | NA | … | … | 7.26 | -9.26 | 16.34 | 6.59 | -0.32 |
| Sharpe Ratio | NA | -0.15 | 0.58 | NA | NA | NA | NA | … | … | 3.84 | -0.72 | 3.01 | 0.67 | -0.15 |
| Standard Deviation(%) | NA | 13.00 | 10.25 | NA | NA | NA | NA | … | … | 8.84 | 14.79 | 5.24 | 9.53 | 13.20 |
| Draw Down(%) | NA | 18.49 | 18.54 | NA | NA | NA | NA | … | … | 2.20 | 18.54 | 1.81 | 8.28 | 3.26 |
| Yield(%) | 0.00 | 13.12 | 7.19 | 4.33 | 2.16 | 1.44 | 1.08 | … | … | 9.25 | 4.82 | 5.21 | 0.82 | 0.39 |
Data as of 03/26/2019, Common starting date is 10/30/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CALIX (IRON EQUITY PREMIUM INCOME FUND IRON EQUITY PREMIUM INCOME FUND – INVESTOR CLASS) |
4.01%
Dec 2015 – Dec 2018 |
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 |
|---|---|---|---|---|
| CALIX (IRON EQUITY PREMIUM INCOME FUND IRON EQUITY PREMIUM INCOME FUND – INVESTOR CLASS) |
8.00%
Feb 2016 – Feb 2019 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart