Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CPMNX (CONVERGENCE MARKET NEUTRAL FUND CONVERGENCE MARKET NEUTRAL FUND – INSTITUTIONAL CLASS) | NA | -14.17% | -3.80% | NA | NA | NA | NA | … | … |
Data as of 11/23/2020, Common starting date is 02/01/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CPMNX (CONVERGENCE MARKET NEUTRAL FUND CONVERGENCE MARKET NEUTRAL FUND – INSTITUTIONAL CLASS) | 02/01/2016 | 11/23/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -14.17 | -3.80 | NA | NA | NA | NA | … | … | -13.37 | -2.45 | 4.09 | 3.44 | 4.50 |
| Sharpe Ratio | NA | -1.23 | -0.57 | NA | NA | NA | NA | … | … | -1.20 | -0.75 | 0.40 | 0.62 | 0.91 |
| Standard Deviation(%) | NA | 11.95 | 8.50 | NA | NA | NA | NA | … | … | 12.49 | 5.16 | 6.87 | 4.57 | 5.12 |
| Draw Down(%) | NA | 15.86 | 19.83 | NA | NA | NA | NA | … | … | 14.92 | 6.04 | 5.04 | 4.19 | 5.59 |
| Yield(%) | 0.00 | 0.63 | 0.64 | 0.41 | 0.20 | 0.14 | 0.10 | … | … | 0.00 | 1.80 | 0.02 | 0.00 | 0.00 |
Data as of 11/23/2020, Common starting date is 02/01/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CPMNX (CONVERGENCE MARKET NEUTRAL FUND CONVERGENCE MARKET NEUTRAL FUND – INSTITUTIONAL CLASS) |
-4.17%
Oct 2017 – Oct 2020 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CPMNX (CONVERGENCE MARKET NEUTRAL FUND CONVERGENCE MARKET NEUTRAL FUND – INSTITUTIONAL CLASS) |
4.99%
Sep 2016 – Sep 2019 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart