Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| DWUGX (SUMMIT GLOBAL INVESTMENTS GLOBAL LOW VOLATILITY FUND (FORMERLY DYNAMIC U.S. GROWTH FUND) CLASS I) | NA | -5.16% | 1.99% | 4.14% | NA | NA | NA | 15.25% |
Data as of 12/20/2018, AR inception is 04/02/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DWUGX (SUMMIT GLOBAL INVESTMENTS GLOBAL LOW VOLATILITY FUND (FORMERLY DYNAMIC U.S. GROWTH FUND) CLASS I) | 04/02/2009 | 12/20/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -6.08 | -5.16 | 1.99 | 4.14 | NA | NA | NA | 15.25 | -5.82 | 24.90 | -10.31 | 9.08 | 5.00 | 42.08 | 6.60 | 4.61 | 50.67 | 24.31 |
| Sharpe Ratio | NA | -0.35 | 0.09 | 0.19 | NA | NA | NA | 0.62 | -0.38 | 4.10 | -0.49 | 0.47 | 0.20 | 2.41 | 0.32 | 0.14 | 2.11 | 1.31 |
| Standard Deviation(%) | NA | 18.25 | 16.48 | 19.70 | NA | NA | NA | 22.35 | 19.21 | 5.94 | 21.55 | 19.17 | 25.47 | 17.47 | 20.91 | 32.26 | 23.94 | 25.60 |
| Draw Down(%) | NA | 11.80 | 25.90 | 32.09 | NA | NA | NA | 32.09 | 11.80 | 1.98 | 24.66 | 13.00 | 24.63 | 6.83 | 20.72 | 28.20 | 12.42 | 12.09 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 4.68 | 7.33 | 4.89 | 3.66 | 8.14 | 0.00 | 0.00 | 0.00 | 7.59 | 8.30 | 12.29 | 0.00 | 2.61 | 1.85 | 0.00 |
Data as of 12/20/2018, AR inception is 04/02/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DWUGX (SUMMIT GLOBAL INVESTMENTS GLOBAL LOW VOLATILITY FUND (FORMERLY DYNAMIC U.S. GROWTH FUND) CLASS I) |
0.48%
Feb 2014 - Feb 2017 |
6.61%
Jun 2011 - Jun 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DWUGX (SUMMIT GLOBAL INVESTMENTS GLOBAL LOW VOLATILITY FUND (FORMERLY DYNAMIC U.S. GROWTH FUND) CLASS I) |
26.19%
May 2009 - May 2012 |
22.56%
Feb 2010 - Feb 2015 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart