Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EVGIX (EVERMORE GLOBAL VALUE FUND EVERMORE GLOBAL VALUE FUND INSTITUTIONAL CLASS) | NA | 1,476,067.27% | 2,154.75% | 566.25% | 163.38% | NA | NA | … | … |
Data as of 06/14/2024, Common starting date is 01/20/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EVGIX (EVERMORE GLOBAL VALUE FUND EVERMORE GLOBAL VALUE FUND INSTITUTIONAL CLASS) | 01/20/2010 | 06/14/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 1,476,067.27 | 2,154.75 | 566.25 | 163.38 | NA | NA | … | … | 1,310,165.65 | 20.73 | -26.32 | 6.16 | -6.78 | 25.41 | -20.92 | 19.01 | 17.93 | 8.18 | -6.57 | 38.37 | 7.43 | -19.82 | 6.05 |
| Sharpe Ratio | NA | 1,547.96 | 3.91 | 1.32 | 0.54 | NA | NA | … | … | 74,588,042.36 | 1.45 | -1.28 | 0.38 | -0.24 | 1.69 | -1.78 | 1.80 | 1.17 | 0.62 | -0.53 | 3.52 | 0.60 | -1.06 | 0.43 |
| Standard Deviation(%) | NA | 953.56 | 550.77 | 427.04 | 302.16 | NA | NA | … | … | 1,411.62 | 11.49 | 21.80 | 16.22 | 28.75 | 14.19 | 12.54 | 10.26 | 15.15 | 13.11 | 12.53 | 10.90 | 12.38 | 18.79 | 14.43 |
| Draw Down(%) | NA | 12.95 | 33.57 | 41.53 | 45.04 | NA | NA | … | … | 12.95 | 7.11 | 32.43 | 12.92 | 41.53 | 10.91 | 27.37 | 4.67 | 14.86 | 11.32 | 17.27 | 5.24 | 14.32 | 31.99 | 14.72 |
| Yield(%) | 0.00 | 106.53 | 27.64 | 19.08 | 11.58 | 9.65 | 7.24 | … | … | 95.01 | 2.45 | 1.70 | 2.95 | 0.18 | 3.31 | 1.80 | 2.89 | 1.35 | 1.78 | 4.53 | 0.00 | 3.98 | 1.07 | 0.00 |
Data as of 06/14/2024, Common starting date is 01/20/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EVGIX (EVERMORE GLOBAL VALUE FUND EVERMORE GLOBAL VALUE FUND INSTITUTIONAL CLASS) |
-9.99%
Dec 2019 – Dec 2022 |
-7.58%
Sep 2017 – Sep 2022 |
1.26%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EVGIX (EVERMORE GLOBAL VALUE FUND EVERMORE GLOBAL VALUE FUND INSTITUTIONAL CLASS) |
2,167.47%
May 2021 – May 2024 |
569.38%
May 2019 – May 2024 |
163.39%
May 2014 – May 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart