Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CEXIX (CAMELOT EXCALIBUR SMALL CAP INCOME FUND CAMELOT EXCALIBUR SMALL CAP INCOME FUND CLASS I) | NA | -10.05% | -1.51% | NA | NA | NA | NA | … | … |
Data as of 10/15/2020, Common starting date is 01/03/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CEXIX (CAMELOT EXCALIBUR SMALL CAP INCOME FUND CAMELOT EXCALIBUR SMALL CAP INCOME FUND CLASS I) | 01/03/2017 | 10/15/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -10.05 | -1.51 | NA | NA | NA | NA | … | … | -8.26 | 14.27 | -11.82 | 5.02 |
| Sharpe Ratio | NA | -0.40 | -0.14 | NA | NA | NA | NA | … | … | -0.36 | 0.91 | -0.95 | 0.56 |
| Standard Deviation(%) | NA | 25.96 | 18.86 | NA | NA | NA | NA | … | … | 29.05 | 14.12 | 13.90 | 7.90 |
| Draw Down(%) | NA | 33.59 | 37.31 | NA | NA | NA | NA | … | … | 31.32 | 12.26 | 25.39 | 7.72 |
| Yield(%) | 0.00 | 4.35 | 5.59 | 4.02 | 2.01 | 1.34 | 1.00 | … | … | 1.64 | 7.48 | 7.08 | 5.33 |
Data as of 10/15/2020, Common starting date is 01/03/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CEXIX (CAMELOT EXCALIBUR SMALL CAP INCOME FUND CAMELOT EXCALIBUR SMALL CAP INCOME FUND CLASS I) |
-7.13%
Mar 2017 – Mar 2020 |
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 |
|---|---|---|---|---|
| CEXIX (CAMELOT EXCALIBUR SMALL CAP INCOME FUND CAMELOT EXCALIBUR SMALL CAP INCOME FUND CLASS I) |
0.38%
Jun 2017 – Jun 2020 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart