Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FLMAX (MUIRFIELD FUND ADVISER CLASS) | 8.38% | 24.43% | 16.73% | 9.63% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 11/02/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FLMAX (MUIRFIELD FUND ADVISER CLASS) | 11/02/2016 | 06/05/2026 |
| 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 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.31 | 24.43 | 16.73 | 9.63 | NA | NA | NA | … | … | 8.38 | 15.56 | 17.18 | 13.84 | -10.92 | 20.72 | 4.69 | 14.18 | -3.40 | 20.49 | 5.92 |
| Sharpe Ratio | NA | 1.76 | 0.99 | 0.57 | NA | NA | NA | … | … | 1.27 | 0.83 | 1.03 | 1.03 | -1.11 | 1.65 | 0.21 | 1.27 | -0.37 | 2.87 | 4.97 |
| Standard Deviation(%) | NA | 12.34 | 13.60 | 12.49 | NA | NA | NA | … | … | 14.28 | 15.36 | 13.21 | 9.94 | 11.19 | 12.53 | 21.12 | 10.03 | 13.07 | 6.93 | 8.72 |
| Draw Down(%) | NA | 9.29 | 16.34 | 16.34 | NA | NA | NA | … | … | 9.29 | 15.93 | 9.38 | 9.13 | 15.63 | 5.11 | 24.36 | 6.41 | 11.56 | 3.03 | 1.73 |
| Yield(%) | 0.00 | 6.22 | 9.23 | 6.41 | 6.31 | 4.21 | 3.16 | … | … | 0.20 | 6.26 | 16.97 | 3.46 | 2.36 | 4.03 | 0.91 | 3.37 | 1.51 | 9.02 | 0.00 |
Data as of 06/05/2026, Common starting date is 11/02/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FLMAX (MUIRFIELD FUND ADVISER CLASS) |
1.08%
Mar 2017 – Mar 2020 |
4.04%
Jan 2018 – Jan 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FLMAX (MUIRFIELD FUND ADVISER CLASS) |
18.42%
May 2023 – May 2026 |
13.37%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart