Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CEXAX (CAMELOT EXCALIBUR SMALL CAP INCOME FUND CAMELOT EXCALIBUR SMALL CAP INCOME FUND CLASS A) | NA | -10.29% | -1.72% | 1.94% | NA | NA | NA | … | … |
Data as of 10/15/2020, Common starting date is 01/07/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CEXAX (CAMELOT EXCALIBUR SMALL CAP INCOME FUND CAMELOT EXCALIBUR SMALL CAP INCOME FUND CLASS A) | 01/07/2014 | 10/15/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -10.29 | -1.72 | 1.94 | NA | NA | NA | … | … | -8.56 | 14.00 | -11.94 | 6.86 | 21.26 | -11.80 | -7.03 |
| Sharpe Ratio | NA | -0.41 | -0.15 | 0.07 | NA | NA | NA | … | … | -0.37 | 0.90 | -0.95 | 0.77 | 1.40 | -1.01 | -0.72 |
| Standard Deviation(%) | NA | 26.10 | 18.94 | 16.73 | NA | NA | NA | … | … | 29.20 | 14.06 | 14.02 | 8.15 | 14.99 | 11.69 | 10.01 |
| Draw Down(%) | NA | 33.69 | 37.58 | 37.58 | NA | NA | NA | … | … | 31.38 | 12.49 | 25.54 | 7.70 | 13.64 | 19.53 | 13.65 |
| Yield(%) | 0.00 | 3.87 | 5.23 | 5.85 | 2.98 | 1.99 | 1.49 | … | … | 1.50 | 6.84 | 6.72 | 5.08 | 5.53 | 7.90 | 2.40 |
Data as of 10/15/2020, Common starting date is 01/07/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CEXAX (CAMELOT EXCALIBUR SMALL CAP INCOME FUND CAMELOT EXCALIBUR SMALL CAP INCOME FUND CLASS A) |
-7.33%
Mar 2017 – Mar 2020 |
-3.39%
Mar 2015 – Mar 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CEXAX (CAMELOT EXCALIBUR SMALL CAP INCOME FUND CAMELOT EXCALIBUR SMALL CAP INCOME FUND CLASS A) |
12.48%
Feb 2016 – Feb 2019 |
3.23%
Sep 2015 – Sep 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart