Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CIPOX (CONVERGENCE OPPORTUNITIES FUND CONVERGENCE OPPORTUNITIES FUND – INSTITUTIONAL CLASS) | NA | -8.78% | 4.09% | 3.06% | NA | NA | NA | … | … |
Data as of 11/01/2019, Common starting date is 12/02/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CIPOX (CONVERGENCE OPPORTUNITIES FUND CONVERGENCE OPPORTUNITIES FUND – INSTITUTIONAL CLASS) | 12/02/2013 | 11/01/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -8.78 | 4.09 | 3.06 | NA | NA | NA | … | … | 3.75 | -15.27 | 10.81 | 18.80 | -2.60 | 8.04 | -0.50 |
| Sharpe Ratio | NA | -0.59 | 0.19 | 0.15 | NA | NA | NA | … | … | 0.20 | -0.91 | 0.79 | 1.12 | -0.16 | 0.53 | -0.46 |
| Standard Deviation(%) | NA | 17.31 | 15.65 | 16.05 | NA | NA | NA | … | … | 15.23 | 18.25 | 12.99 | 16.52 | 16.80 | 15.13 | 13.44 |
| Draw Down(%) | NA | 20.09 | 26.60 | 26.60 | NA | NA | NA | … | … | 10.98 | 26.60 | 6.74 | 11.86 | 12.39 | 11.33 | 3.80 |
| Yield(%) | 0.00 | 38.26 | 18.88 | 11.76 | 6.13 | 4.08 | 3.06 | … | … | 43.13 | 0.71 | 12.54 | 0.00 | 0.95 | 0.00 | 0.00 |
Data as of 11/01/2019, Common starting date is 12/02/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CIPOX (CONVERGENCE OPPORTUNITIES FUND CONVERGENCE OPPORTUNITIES FUND – INSTITUTIONAL CLASS) |
3.71%
Dec 2015 – Dec 2018 |
3.05%
May 2014 – May 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CIPOX (CONVERGENCE OPPORTUNITIES FUND CONVERGENCE OPPORTUNITIES FUND – INSTITUTIONAL CLASS) |
12.47%
Sep 2015 – Sep 2018 |
5.86%
Jan 2014 – Jan 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart