Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| COGEX (Cognios Large Cap Growth Fund Inst Class) | NA | -17.68% | 5.67% | 8.53% | NA | NA | NA | … | … |
Data as of 03/02/2023, Common starting date is 10/04/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| COGEX (Cognios Large Cap Growth Fund Inst Class) | 10/04/2016 | 03/02/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.61 | -17.68 | 5.67 | 8.53 | NA | NA | NA | … | … | 9.09 | -41.39 | 16.76 | -0.93 | 30.16 | 1.46 | 25.81 | 2.21 |
| Sharpe Ratio | NA | -0.64 | 0.16 | 0.28 | NA | NA | NA | … | … | 2.42 | -1.25 | 1.33 | -0.06 | 1.81 | 0.01 | 2.67 | 0.86 |
| Standard Deviation(%) | NA | 31.41 | 30.93 | 26.95 | NA | NA | NA | … | … | 26.39 | 34.40 | 20.17 | 54.28 | 15.89 | 21.94 | 9.47 | 10.46 |
| Draw Down(%) | NA | 33.31 | 39.87 | 39.87 | NA | NA | NA | … | … | 6.64 | 41.85 | 12.42 | 30.35 | 8.30 | 22.57 | 4.30 | 5.45 |
| Yield(%) | 0.00 | 10.91 | 19.84 | 15.84 | 10.83 | 7.22 | 5.42 | … | … | 0.00 | 9.88 | 24.38 | 16.90 | 5.57 | 5.74 | 10.48 | 0.00 |
Data as of 03/02/2023, Common starting date is 10/04/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| COGEX (Cognios Large Cap Growth Fund Inst Class) |
2.99%
Dec 2019 – Dec 2022 |
7.60%
Dec 2017 – Dec 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| COGEX (Cognios Large Cap Growth Fund Inst Class) |
27.34%
Dec 2018 – Dec 2021 |
21.39%
Dec 2016 – Dec 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart