Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ENFC (Entegra Financial Corp) | NA | 45.35% | 14.11% | 15.95% | NA | NA | NA | … | … |
Data as of 12/31/2019, Common starting date is 10/02/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ENFC (Entegra Financial Corp) | 10/02/2014 | 12/31/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 45.35 | 14.11 | 15.95 | NA | NA | NA | … | … | 45.35 | -29.06 | 41.99 | 6.42 | 34.52 | 9.43 |
| Sharpe Ratio | NA | 1.68 | 0.55 | 0.73 | NA | NA | NA | … | … | 1.68 | -1.31 | 2.42 | 0.38 | 1.76 | 2.35 |
| Standard Deviation(%) | NA | 26.16 | 22.58 | 20.90 | NA | NA | NA | … | … | 26.16 | 23.24 | 17.20 | 16.46 | 19.64 | 18.81 |
| Draw Down(%) | NA | 10.11 | 36.89 | 36.89 | NA | NA | NA | … | … | 10.11 | 36.26 | 8.45 | 16.11 | 8.56 | 4.34 |
| 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 |
Data as of 12/31/2019, Common starting date is 10/02/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ENFC (Entegra Financial Corp) |
2.34%
Dec 2015 – Dec 2018 |
16.66%
Nov 2014 – Nov 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ENFC (Entegra Financial Corp) |
27.78%
Nov 2014 – Nov 2017 |
16.66%
Nov 2014 – Nov 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart