Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CEFIX (CONGRESSIONAL EFFECT FUND INSTITUTIONAL SHARES) | NA | -0.20% | 3.86% | NA | NA | NA | NA | 0.32% |
Data as of 06/16/2015, AR inception is 09/20/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CEFIX (CONGRESSIONAL EFFECT FUND INSTITUTIONAL SHARES) | 09/20/2010 | 06/16/2015 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -0.20 | 3.86 | NA | NA | NA | NA | 0.32 | 0.00 | 2.41 | 5.50 | 1.36 | -4.87 | -2.79 |
| Sharpe Ratio | NA | -0.10 | 0.69 | NA | NA | NA | NA | 0.03 | 0.00 | 0.57 | 0.95 | 0.16 | -0.34 | -0.66 |
| Standard Deviation(%) | NA | 1.98 | 5.59 | NA | NA | NA | NA | 9.09 | NA | 4.20 | 5.78 | 8.35 | 14.56 | 14.46 |
| Draw Down(%) | NA | 1.16 | 5.64 | NA | NA | NA | NA | 16.56 | 0.00 | 3.61 | 5.33 | 7.42 | 10.83 | 8.77 |
| Yield(%) | 0.00 | 0.00 | 0.06 | 0.53 | 0.27 | 0.18 | 0.13 | 0.67 | 0.00 | 0.00 | 0.00 | 0.18 | 2.55 | 0.00 |
Data as of 06/16/2015, AR inception is 09/20/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CEFIX (CONGRESSIONAL EFFECT FUND INSTITUTIONAL SHARES) |
-2.44%
Oct 2010 - Oct 2013 |
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 |
|---|---|---|---|---|
| CEFIX (CONGRESSIONAL EFFECT FUND INSTITUTIONAL SHARES) |
4.06%
Sep 2011 - Sep 2014 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart