Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| COGGX (Cognios Large Cap Growth Fund Inv Class) | NA | -18.23% | 13.11% | 12.96% | NA | NA | NA | … | … |
Data as of 05/31/2022, Common starting date is 10/04/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| COGGX (Cognios Large Cap Growth Fund Inv Class) | 10/04/2016 | 05/31/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 7.35 | -18.23 | 13.11 | 12.96 | NA | NA | NA | … | … | -20.52 | 16.57 | -1.07 | 29.94 | 1.23 | 25.54 | 2.21 |
| Sharpe Ratio | NA | -0.67 | 0.45 | 0.49 | NA | NA | NA | … | … | -1.30 | 1.32 | -0.07 | 1.80 | 0.00 | 2.64 | 0.85 |
| Standard Deviation(%) | NA | 27.46 | 28.37 | 24.82 | NA | NA | NA | … | … | 33.38 | 20.15 | 54.25 | 15.88 | 21.94 | 9.48 | 10.54 |
| Draw Down(%) | NA | 30.34 | 30.38 | 30.38 | NA | NA | NA | … | … | 26.55 | 12.44 | 30.38 | 8.26 | 22.62 | 4.31 | 5.45 |
| Yield(%) | 0.00 | 22.47 | 19.12 | 15.65 | 8.99 | 6.00 | 4.50 | … | … | 0.00 | 24.54 | 16.94 | 5.29 | 5.59 | 10.40 | 0.00 |
Data as of 05/31/2022, 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 |
|---|---|---|---|---|
| COGGX (Cognios Large Cap Growth Fund Inv Class) |
10.34%
Mar 2017 – Mar 2020 |
14.19%
Apr 2017 – Apr 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| COGGX (Cognios Large Cap Growth Fund Inv Class) |
26.99%
Dec 2018 – Dec 2021 |
21.08%
Dec 2016 – Dec 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart