Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HIBUX (Hancock Horizon Burkenroad Small Cap Fun) | NA | -10.25% | 4.89% | 2.47% | NA | NA | NA | … | … |
Data as of 01/07/2022, Common starting date is 06/01/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HIBUX (Hancock Horizon Burkenroad Small Cap Fun) | 06/01/2016 | 01/07/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -10.25 | 4.89 | 2.47 | NA | NA | NA | … | … | 0.00 | -5.43 | 7.04 | 17.89 | -15.74 | 10.76 | 15.67 |
| Sharpe Ratio | NA | -0.37 | 0.14 | 0.05 | NA | NA | NA | … | … | NA | -0.21 | 0.15 | 1.00 | -0.98 | 0.79 | 1.73 |
| Standard Deviation(%) | NA | 27.54 | 31.71 | 26.48 | NA | NA | NA | … | … | NA | 27.62 | 44.58 | 16.43 | 17.47 | 12.87 | 16.05 |
| Draw Down(%) | NA | 22.14 | 47.61 | 52.08 | NA | NA | NA | … | … | NA | 23.57 | 47.61 | 12.02 | 28.35 | 6.27 | 7.16 |
| Yield(%) | 0.00 | 20.29 | 18.26 | 13.53 | 7.74 | 5.16 | 3.87 | … | … | 0.00 | 21.74 | 8.10 | 31.49 | 21.60 | 8.42 | 0.00 |
Data as of 01/07/2022, Common starting date is 06/01/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HIBUX (Hancock Horizon Burkenroad Small Cap Fun) |
-11.50%
Mar 2017 – Mar 2020 |
2.25%
Dec 2016 – Dec 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HIBUX (Hancock Horizon Burkenroad Small Cap Fun) |
9.13%
Oct 2018 – Oct 2021 |
9.67%
Oct 2016 – Oct 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart