Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EBSAX (Campbell Systematic Macro Fund Class A Shares) | 9.96% | 5.95% | 4.31% | 8.53% | 5.81% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 03/04/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EBSAX (Campbell Systematic Macro Fund Class A Shares) | 03/04/2013 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.50 | 5.95 | 4.31 | 8.53 | 5.81 | NA | NA | … | … | 9.96 | -1.34 | 11.28 | -2.11 | 30.56 | 8.90 | 3.11 | 11.48 | -7.19 | 3.82 | -11.60 | -3.82 | 17.26 | 4.80 |
| Sharpe Ratio | NA | 0.23 | 0.00 | 0.60 | 0.37 | NA | NA | … | … | 2.16 | -0.50 | 0.83 | -0.61 | 2.86 | 0.85 | 0.36 | 1.02 | -0.55 | 0.23 | -0.89 | -0.31 | 1.42 | 0.47 |
| Standard Deviation(%) | NA | 8.12 | 8.97 | 9.61 | 10.98 | NA | NA | … | … | 8.87 | 8.52 | 9.19 | 9.53 | 10.24 | 10.46 | 8.00 | 9.84 | 15.58 | 13.80 | 13.31 | 12.54 | 12.13 | 12.19 |
| Draw Down(%) | NA | 5.84 | 10.26 | 11.15 | 21.05 | NA | NA | … | … | 2.53 | 7.60 | 4.84 | 10.04 | 7.32 | 5.60 | 11.53 | 9.33 | 21.05 | 10.52 | 18.15 | 16.64 | 12.12 | 8.82 |
| Yield(%) | 0.00 | 2.81 | 2.28 | 5.91 | 5.05 | 4.04 | 3.03 | … | … | 0.00 | 2.85 | 2.82 | 1.41 | 17.14 | 7.16 | 0.00 | 17.28 | 11.23 | 0.00 | 0.00 | 1.77 | 6.61 | 0.00 |
Data as of 06/03/2026, Common starting date is 03/04/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EBSAX (Campbell Systematic Macro Fund Class A Shares) |
-7.52%
Mar 2015 – Mar 2018 |
-2.03%
Mar 2015 – Mar 2020 |
3.64%
Feb 2015 – Feb 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EBSAX (Campbell Systematic Macro Fund Class A Shares) |
16.64%
Sep 2020 – Sep 2023 |
11.78%
Oct 2018 – Oct 2023 |
6.28%
Apr 2014 – Apr 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart