Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
CXCMF (Coxe Commodity Strategy Fund) NA 50.83% 0.71% 0.10% NA NA NA
Data as of 11/29/2016, Common starting date is 02/13/2009
More Performance Analytics Comparison
Name Start Date End Date
CXCMF (Coxe Commodity Strategy Fund) 02/13/2009 11/29/2016
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2016 2015 2014 2013 2012 2011 2010 2009
Annualized Return (%) 0.00 50.83 0.71 0.10 NA NA NA 60.67 -22.03 -19.88 -6.25 8.41 -16.72 29.85 34.98
Sharpe Ratio NA 2.32 0.03 0.00 NA NA NA 2.46 -1.15 -1.32 -0.36 0.52 -0.51 1.17 1.15
Standard Deviation(%) NA 23.65 19.20 18.44 NA NA NA 27.65 19.13 15.08 17.54 16.06 33.09 25.51 35.22
Draw Down(%) NA 6.12 42.89 46.28 NA NA NA 0.12 24.48 29.35 15.81 11.15 28.02 13.92 19.42
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 11/29/2016, Common starting date is 02/13/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CXCMF (Coxe Commodity Strategy Fund) -17.86%
Jan 2013 – Jan 2016
-12.79%
Feb 2011 – Feb 2016
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CXCMF (Coxe Commodity Strategy Fund) 15.15%
Mar 2009 – Mar 2012
8.89%
Apr 2009 – Apr 2014
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return