Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EVDIX (Camelot Event Driven Fund Institutional Class) | 3.54% | 8.57% | 6.86% | 4.98% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/11/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EVDIX (Camelot Event Driven Fund Institutional Class) | 07/11/2018 | 06/04/2026 |
| 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 (%) | 0.75 | 8.57 | 6.86 | 4.98 | NA | NA | NA | … | … | 3.54 | 9.40 | 6.56 | 2.50 | 3.91 | 23.17 | 19.26 | 16.17 | -6.26 |
| Sharpe Ratio | NA | 0.95 | 0.59 | 0.30 | NA | NA | NA | … | … | 0.74 | 1.09 | 0.45 | -0.22 | 0.18 | 1.81 | 0.57 | 1.96 | -1.86 |
| Standard Deviation(%) | NA | 5.40 | 5.85 | 9.01 | NA | NA | NA | … | … | 5.92 | 6.03 | 6.47 | 5.19 | 14.13 | 12.80 | 33.22 | 7.50 | 7.73 |
| Draw Down(%) | NA | 2.33 | 4.55 | 10.81 | NA | NA | NA | … | … | 2.33 | 4.55 | 3.75 | 6.27 | 10.81 | 8.83 | 36.23 | 5.72 | 10.04 |
| Yield(%) | 0.00 | 0.93 | 3.27 | 3.61 | 3.20 | 2.13 | 1.60 | … | … | 0.00 | 0.97 | 2.82 | 6.20 | 8.59 | 0.00 | 1.19 | 1.08 | 1.65 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| EVDIX (Camelot Event Driven Fund Institutional Class) |
3.02%
Jun 2021 – Jun 2024 |
5.27%
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 |
|---|---|---|---|---|
| EVDIX (Camelot Event Driven Fund Institutional Class) |
28.95%
Mar 2020 – Mar 2023 |
18.64%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart