Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CONVX (CONCORDE VALUE FUND CONCORDE VALUE FUND) | NA | -21.05% | -22.59% | -14.24% | -7.51% | -6.73% | -2.56% | … | … |
Data as of 07/26/2022, Common starting date is 02/21/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CONVX (CONCORDE VALUE FUND CONCORDE VALUE FUND) | 02/21/1997 | 07/26/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -21.05 | -22.59 | -14.24 | -7.51 | -6.73 | -2.56 | … | … | -27.29 | -58.29 | 8.24 | -14.77 | 0.26 | 26.38 | 10.57 | -5.19 | 11.04 | 12.65 | -41.68 | -11.05 | 9.12 | 0.49 | 4.63 | 19.17 | -19.46 | -6.63 | 9.26 | 3.25 | -12.82 | 10.88 |
| Sharpe Ratio | NA | -1.44 | -0.49 | -0.32 | -0.22 | NA | NA | … | … | -3.10 | -0.17 | 1.01 | -0.96 | 0.02 | 2.56 | 0.87 | -0.23 | 0.67 | 0.47 | -1.05 | -0.76 | 0.42 | -0.15 | 0.34 | 1.27 | -1.02 | -0.51 | 0.32 | 0.00 | -0.72 | 0.54 |
| Standard Deviation(%) | NA | 14.81 | 64.90 | 64.90 | 35.43 | NA | NA | … | … | 14.20 | 97.78 | 14.92 | 15.42 | 14.03 | 10.29 | 12.21 | 22.85 | 16.37 | 26.80 | 40.31 | 18.50 | 13.83 | 11.34 | 10.98 | 14.58 | 20.14 | 17.96 | 16.47 | 11.78 | 22.54 | 16.96 |
| Draw Down(%) | NA | 28.17 | 67.61 | 67.61 | 69.62 | NA | NA | … | … | 28.17 | 59.67 | 9.01 | 19.98 | 14.19 | 6.29 | 9.69 | 24.07 | 15.28 | 31.71 | 49.69 | 18.16 | 8.87 | 7.26 | 7.52 | 13.31 | 28.26 | 19.41 | 9.28 | 11.81 | 29.32 | 15.42 |
| Yield(%) | 0.00 | 10.34 | 4.03 | 2.42 | 2.94 | 2.14 | 3.59 | … | … | 0.00 | 12.09 | 0.00 | 5.49 | 8.90 | 0.26 | 0.22 | 0.00 | 0.00 | 0.00 | 3.87 | 10.03 | 9.16 | 5.73 | 5.35 | 1.72 | 2.78 | 7.77 | 5.98 | 0.00 | 0.00 | 0.00 |
Data as of 07/26/2022, Common starting date is 02/21/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CONVX (CONCORDE VALUE FUND CONCORDE VALUE FUND) |
-30.94%
Jun 2019 – Jun 2022 |
-15.97%
Jun 2017 – Jun 2022 |
-9.19%
May 2012 – May 2022 |
-3.28%
Apr 2007 – Apr 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CONVX (CONCORDE VALUE FUND CONCORDE VALUE FUND) |
18.45%
Sep 2011 – Sep 2014 |
16.11%
Feb 2009 – Feb 2014 |
5.30%
Mar 1997 – Mar 2007 |
4.54%
Feb 2000 – Feb 2015 |
Annualized Rolling Returns Comparison Chart