Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CEFFX (KIMBERLITE FLOATING RATE FINANCIAL SERVICES CAPITAL FUND KIMBERLITE FLOATING RATE FINANCIAL SERVICES CAPITAL FUND) | NA | -3.68% | -0.16% | 0.07% | NA | NA | NA | … | … |
Data as of 02/09/2017, Common starting date is 05/27/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CEFFX (KIMBERLITE FLOATING RATE FINANCIAL SERVICES CAPITAL FUND KIMBERLITE FLOATING RATE FINANCIAL SERVICES CAPITAL FUND) | 05/27/2008 | 02/09/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -3.68 | -0.16 | 0.07 | NA | NA | NA | … | … | 0.00 | -4.35 | -0.69 | 1.92 | 5.31 | 1.18 | -5.07 | 15.20 | -4.41 | -3.28 |
| Sharpe Ratio | NA | -0.85 | -0.04 | 0.00 | NA | NA | NA | … | … | 0.00 | -0.99 | -0.05 | 0.34 | 0.92 | 0.14 | -0.35 | 1.61 | -0.43 | -0.15 |
| Standard Deviation(%) | NA | 4.60 | 9.01 | 8.35 | NA | NA | NA | … | … | NA | 4.61 | 14.04 | 5.59 | 5.74 | 8.22 | 14.42 | 9.41 | 10.40 | 41.53 |
| Draw Down(%) | NA | 8.00 | 13.98 | 13.98 | NA | NA | NA | … | … | 0.00 | 8.00 | 13.35 | 6.17 | 5.35 | 7.45 | 10.95 | 6.02 | 9.18 | 21.83 |
| Yield(%) | 0.00 | 0.13 | 0.04 | 0.03 | 0.91 | 0.61 | 0.46 | … | … | 0.00 | 0.13 | 0.00 | 0.00 | 0.00 | 0.00 | 2.56 | 6.84 | 0.00 | 0.00 |
Data as of 02/09/2017, Common starting date is 05/27/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CEFFX (KIMBERLITE FLOATING RATE FINANCIAL SERVICES CAPITAL FUND KIMBERLITE FLOATING RATE FINANCIAL SERVICES CAPITAL FUND) |
-1.08%
Dec 2013 – Dec 2016 |
-0.36%
Apr 2011 – Apr 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CEFFX (KIMBERLITE FLOATING RATE FINANCIAL SERVICES CAPITAL FUND KIMBERLITE FLOATING RATE FINANCIAL SERVICES CAPITAL FUND) |
6.23%
May 2012 – May 2015 |
3.50%
Dec 2009 – Dec 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart