Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| COGVX (Cognios Large Cap Value Fund Inst Class) | NA | 375,610.54% | 1,510.29% | 455.90% | NA | NA | NA | … | … |
Data as of 09/30/2024, Common starting date is 10/04/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| COGVX (Cognios Large Cap Value Fund Inst Class) | 10/04/2016 | 09/30/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 295,141.89 | 375,610.54 | 1,510.29 | 455.90 | NA | NA | NA | … | … | -4.44 | 3.64 | 0.72 | 33.69 | 6.29 | 32.27 | -4.97 | 16.25 | 2.60 |
| Sharpe Ratio | NA | -0.07 | 0.10 | 0.24 | NA | NA | NA | … | … | -0.50 | -0.05 | -0.03 | 2.35 | 0.14 | 2.42 | -0.42 | 2.36 | 1.27 |
| Standard Deviation(%) | NA | 22.05 | 18.96 | 25.33 | NA | NA | NA | … | … | 24.34 | 12.53 | 20.39 | 14.32 | 44.28 | 12.77 | 15.13 | 6.65 | 8.59 |
| Draw Down(%) | NA | 18.86 | 18.86 | 44.87 | NA | NA | NA | … | … | 18.86 | 9.68 | 16.23 | 6.79 | 44.87 | 5.62 | 19.97 | 2.59 | 3.30 |
| Yield(%) | 82.91 | 105.52 | 39.05 | 28.36 | 17.73 | 11.82 | 8.86 | … | … | 94.71 | 0.53 | 1.34 | 4.99 | 11.41 | 9.58 | 18.24 | 19.25 | 0.00 |
Data as of 09/30/2024, 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 |
|---|---|---|---|---|
| COGVX (Cognios Large Cap Value Fund Inst Class) |
-0.21%
Mar 2017 – Mar 2020 |
9.34%
Sep 2018 – Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| COGVX (Cognios Large Cap Value Fund Inst Class) |
25.84%
Mar 2020 – Mar 2023 |
15.73%
Dec 2016 – Dec 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart