Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EVDAX (Camelot Event Driven Fund Class A) | 2.79% | 7.54% | 6.37% | 4.67% | NA | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 07/11/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EVDAX (Camelot Event Driven Fund Class A) | 07/11/2018 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.32 | 7.54 | 6.37 | 4.67 | NA | NA | NA | … | … | 2.79 | 8.41 | 6.27 | 2.28 | 3.59 | 22.87 | 18.82 | 15.80 | -6.42 |
| Sharpe Ratio | NA | 0.90 | 0.55 | 0.28 | NA | NA | NA | … | … | 0.69 | 0.93 | 0.41 | -0.27 | 0.15 | 1.79 | 0.56 | 1.92 | -1.90 |
| Standard Deviation(%) | NA | 5.41 | 5.86 | 9.01 | NA | NA | NA | … | … | 5.96 | 6.07 | 6.48 | 5.20 | 14.11 | 12.79 | 33.24 | 7.47 | 7.74 |
| Draw Down(%) | NA | 2.35 | 4.57 | 10.96 | NA | NA | NA | … | … | 2.35 | 4.57 | 3.80 | 6.41 | 10.96 | 8.88 | 36.29 | 5.71 | 10.23 |
| Yield(%) | 0.00 | 0.80 | 3.10 | 3.55 | 3.08 | 2.06 | 1.54 | … | … | 0.00 | 0.83 | 2.55 | 6.11 | 8.74 | 0.00 | 1.17 | 1.07 | 1.34 |
Data as of 06/03/2026, Common starting date is 07/11/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EVDAX (Camelot Event Driven Fund Class A) |
2.74%
Jun 2021 – Jun 2024 |
5.01%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EVDAX (Camelot Event Driven Fund Class A) |
28.54%
Mar 2020 – Mar 2023 |
18.31%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart