Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FIBTX (FROST STRATEGIC BALANCED FUND INSTITUTIONAL CLASS SHARES) | NA | 11.04% | 4.18% | 6.86% | NA | NA | NA | … | … |
Data as of 12/28/2017, Common starting date is 07/03/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FIBTX (FROST STRATEGIC BALANCED FUND INSTITUTIONAL CLASS SHARES) | 07/03/2008 | 12/28/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 11.04 | 4.18 | 6.86 | NA | NA | NA | … | … | 10.44 | 5.01 | -1.59 | 7.22 | 13.58 | 11.81 | -1.71 | 10.11 | 21.91 | -21.06 |
| Sharpe Ratio | NA | 2.41 | 0.50 | 0.87 | NA | NA | NA | … | … | 2.30 | 0.53 | -0.18 | 0.90 | 1.94 | 1.67 | -0.12 | 0.83 | 1.28 | -1.32 |
| Standard Deviation(%) | NA | 4.31 | 7.81 | 7.69 | NA | NA | NA | … | … | 4.30 | 8.98 | 9.16 | 7.98 | 7.00 | 7.10 | 14.37 | 12.10 | 17.09 | 29.15 |
| Draw Down(%) | NA | 1.72 | 13.01 | 13.01 | NA | NA | NA | … | … | 1.72 | 8.39 | 8.71 | 5.40 | 6.14 | 5.98 | 14.14 | 10.40 | 17.00 | 29.88 |
| Yield(%) | 0.00 | 10.67 | 4.71 | 3.97 | 2.77 | 1.85 | 1.38 | … | … | 8.84 | 2.91 | 1.43 | 2.75 | 1.55 | 2.35 | 2.01 | 1.40 | 0.00 | 0.00 |
Data as of 12/28/2017, Common starting date is 07/03/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FIBTX (FROST STRATEGIC BALANCED FUND INSTITUTIONAL CLASS SHARES) |
1.69%
Aug 2008 – Aug 2011 |
3.93%
Feb 2011 – Feb 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FIBTX (FROST STRATEGIC BALANCED FUND INSTITUTIONAL CLASS SHARES) |
16.42%
Feb 2009 – Feb 2012 |
13.80%
Feb 2009 – Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart