Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FLMFX (MUIRFIELD FUND RETAIL CLASS) | 8.31% | 24.04% | 16.45% | 8.30% | 9.31% | 8.64% | 6.92% | … | … |
Data as of 06/05/2026, Common starting date is 01/06/1989
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FLMFX (MUIRFIELD FUND RETAIL CLASS) | 01/06/1989 | 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 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.26 | 24.04 | 16.45 | 8.30 | 9.31 | 8.64 | 6.92 | … | … | 8.31 | 15.28 | 16.80 | 13.54 | -12.94 | 17.08 | 4.36 | 13.52 | -3.65 | 19.43 | 6.51 | -5.48 | 11.98 | 30.61 | 11.95 | -7.35 | 12.23 | 21.30 | -33.39 | 9.95 | 12.79 | 3.90 | 6.77 | 27.66 | -15.01 | -11.55 | -12.95 | 15.15 | 30.88 | 4.95 | 19.45 | 8.42 | 2.26 | -13.89 | -1.18 | 29.75 | -8.85 | 10.91 |
| Sharpe Ratio | NA | 2.10 | 1.07 | 0.52 | 0.61 | NA | NA | … | … | 1.89 | 0.81 | 0.99 | 1.00 | -1.30 | 1.34 | 0.19 | 1.20 | -0.39 | 2.72 | 0.57 | -0.42 | 0.96 | 2.57 | 0.97 | -0.35 | 0.81 | 1.33 | -1.62 | 0.41 | 0.94 | 0.16 | 0.64 | 1.85 | -1.13 | -1.05 | -1.24 | 0.35 | 2.43 | 0.06 | 1.19 | 0.26 | -0.18 | -0.88 | -0.29 | 2.24 | -1.18 | 0.55 |
| Standard Deviation(%) | NA | 11.97 | 13.55 | 12.50 | 13.08 | NA | NA | … | … | 13.79 | 15.36 | 13.29 | 9.97 | 11.10 | 12.74 | 21.10 | 10.07 | 12.94 | 6.93 | 10.98 | 13.10 | 12.51 | 11.90 | 12.36 | 20.89 | 14.99 | 15.91 | 21.15 | 16.64 | 10.00 | 10.12 | 9.09 | 14.55 | 14.29 | 13.53 | 13.80 | 34.04 | 11.26 | 19.79 | 13.15 | 16.90 | 4.56 | 18.24 | 12.48 | 11.47 | 12.15 | 9.35 |
| Draw Down(%) | NA | 9.26 | 16.46 | 18.02 | 24.33 | NA | NA | … | … | 9.26 | 16.08 | 9.43 | 9.16 | 15.71 | 5.15 | 24.33 | 6.45 | 11.51 | 3.04 | 8.50 | 11.72 | 8.74 | 5.90 | 9.97 | 21.80 | 13.33 | 13.08 | 38.98 | 11.04 | 11.21 | 7.16 | 8.88 | 10.78 | 15.88 | 20.35 | 23.88 | 20.68 | 8.99 | 11.65 | 9.24 | 15.10 | 3.96 | 14.37 | 12.57 | 6.44 | 13.07 | 7.09 |
| Yield(%) | 0.00 | 5.92 | 8.98 | 5.32 | 5.39 | 5.92 | 4.92 | … | … | 0.10 | 6.07 | 16.83 | 3.14 | 0.59 | 0.86 | 0.60 | 2.97 | 1.40 | 9.09 | 0.77 | 2.51 | 10.84 | 10.40 | 0.00 | 0.50 | 0.50 | 0.43 | 0.00 | 3.41 | 0.80 | 1.35 | 0.10 | 0.00 | 0.12 | 2.63 | 5.36 | 22.40 | 3.25 | 18.57 | 10.49 | 1.10 | 2.62 | 0.42 | 1.02 | 5.50 | 2.04 | 1.50 |
Data as of 06/05/2026, Common starting date is 01/06/1989
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FLMFX (MUIRFIELD FUND RETAIL CLASS) |
-15.02%
Mar 2000 – Mar 2003 |
-3.81%
Feb 2004 – Feb 2009 |
-2.41%
Mar 1999 – Mar 2009 |
2.38%
Nov 1993 – Nov 2008 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FLMFX (MUIRFIELD FUND RETAIL CLASS) |
21.04%
Mar 1997 – Mar 2000 |
15.42%
Dec 1994 – Dec 1999 |
10.64%
Sep 2011 – Sep 2021 |
9.46%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart