Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HIOIX (HEDGEROW INCOME AND OPPORTUNITY FUND INSTITUTIONAL CLASS SHARES) | -0.88% | 4.44% | 11.99% | 2.25% | 5.96% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/22/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HIOIX (HEDGEROW INCOME AND OPPORTUNITY FUND INSTITUTIONAL CLASS SHARES) | 01/22/2016 | 06/04/2026 |
| 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 (%) | -0.64 | 4.44 | 11.99 | 2.25 | 5.96 | NA | NA | … | … | -0.88 | 8.20 | 18.61 | 15.35 | -9.11 | -1.08 | 10.63 | 13.28 | -6.46 | 8.69 | 12.19 |
| Sharpe Ratio | NA | 0.19 | 0.62 | 0.01 | 0.27 | NA | NA | … | … | -0.21 | 0.26 | 1.14 | 0.96 | -0.54 | -0.08 | 0.37 | 1.27 | -0.60 | 1.27 | 1.36 |
| Standard Deviation(%) | NA | 16.96 | 16.32 | 16.37 | 16.01 | NA | NA | … | … | 17.75 | 20.37 | 13.19 | 12.35 | 19.59 | 14.60 | 27.63 | 9.29 | 13.16 | 6.36 | 9.36 |
| Draw Down(%) | NA | 15.20 | 19.19 | 29.03 | 30.26 | NA | NA | … | … | 12.58 | 18.59 | 11.30 | 9.64 | 15.58 | 19.39 | 30.26 | 6.81 | 13.47 | 3.49 | 6.08 |
| Yield(%) | 0.00 | 6.05 | 4.59 | 3.02 | 4.53 | 3.19 | 2.39 | … | … | 0.00 | 6.15 | 5.50 | 0.00 | 0.00 | 5.67 | 5.88 | 4.31 | 4.71 | 10.87 | 0.09 |
Data as of 06/04/2026, Common starting date is 01/22/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HIOIX (HEDGEROW INCOME AND OPPORTUNITY FUND INSTITUTIONAL CLASS SHARES) |
-3.68%
Mar 2017 – Mar 2020 |
0.25%
Sep 2017 – Sep 2022 |
5.44%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HIOIX (HEDGEROW INCOME AND OPPORTUNITY FUND INSTITUTIONAL CLASS SHARES) |
18.85%
Sep 2022 – Sep 2025 |
9.79%
Mar 2020 – Mar 2025 |
6.42%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart