Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CVXAX (SPOUTING ROCK/CONVEX DYNAMIC GLOBAL MACRO FUND ADVISOR CLASS) | NA | -16.11% | -0.30% | NA | NA | NA | NA | … | … |
Data as of 12/20/2018, Common starting date is 12/04/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CVXAX (SPOUTING ROCK/CONVEX DYNAMIC GLOBAL MACRO FUND ADVISOR CLASS) | 12/04/2014 | 12/20/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -9.72 | -16.11 | -0.30 | NA | NA | NA | NA | … | … | -16.30 | 12.98 | 4.29 | -2.51 | 0.17 |
| Sharpe Ratio | NA | -1.28 | -0.09 | NA | NA | NA | NA | … | … | -1.30 | 2.46 | 0.47 | -0.22 | 0.21 |
| Standard Deviation(%) | NA | 13.64 | 9.80 | NA | NA | NA | NA | … | … | 13.80 | 5.03 | 8.63 | 11.35 | 11.19 |
| Draw Down(%) | NA | 19.32 | 19.32 | NA | NA | NA | NA | … | … | 19.32 | 2.08 | 8.53 | 10.52 | 2.89 |
| Yield(%) | 0.00 | 4.17 | 1.73 | 1.08 | 0.54 | 0.36 | 0.27 | … | … | 0.00 | 4.68 | 0.07 | 0.19 | 0.37 |
Data as of 12/20/2018, Common starting date is 12/04/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CVXAX (SPOUTING ROCK/CONVEX DYNAMIC GLOBAL MACRO FUND ADVISOR CLASS) |
3.11%
Oct 2015 – Oct 2018 |
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 |
|---|---|---|---|---|
| CVXAX (SPOUTING ROCK/CONVEX DYNAMIC GLOBAL MACRO FUND ADVISOR CLASS) |
7.67%
Sep 2015 – Sep 2018 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart