Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EPLAX (EP LATIN AMERICA FUND CLASS A) | NA | -10.98% | -6.88% | NA | NA | NA | NA | … | … |
Data as of 01/25/2016, Common starting date is 11/03/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EPLAX (EP LATIN AMERICA FUND CLASS A) | 11/03/2011 | 01/25/2016 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -10.98 | -6.88 | NA | NA | NA | NA | … | … | 0.00 | -12.71 | -5.84 | 1.77 | 7.82 | -0.20 |
| Sharpe Ratio | NA | -0.63 | -0.45 | NA | NA | NA | NA | … | … | 0.00 | -0.72 | -0.43 | 0.12 | 0.52 | -0.22 |
| Standard Deviation(%) | NA | 16.78 | 15.45 | NA | NA | NA | NA | … | … | NA | 17.63 | 13.76 | 14.71 | 15.18 | 5.77 |
| Draw Down(%) | NA | 23.17 | 37.57 | NA | NA | NA | NA | … | … | 0.00 | 23.17 | 23.84 | 17.61 | 20.23 | 1.89 |
| Yield(%) | 0.00 | 0.00 | 0.07 | 0.18 | 0.09 | 0.06 | 0.04 | … | … | 0.00 | 0.00 | 0.01 | 0.22 | 0.63 | 0.00 |
Data as of 01/25/2016, Common starting date is 11/03/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EPLAX (EP LATIN AMERICA FUND CLASS A) |
-5.83%
Sep 2012 – Sep 2015 |
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 |
|---|---|---|---|---|
| EPLAX (EP LATIN AMERICA FUND CLASS A) |
2.40%
May 2012 – May 2015 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart