Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HROAX (HEDGEROW INCOME AND OPPORTUNITY FUND CLASS A SHARES) | -2.06% | 3.27% | 11.28% | 1.77% | 5.59% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 01/22/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HROAX (HEDGEROW INCOME AND OPPORTUNITY FUND CLASS A SHARES) | 01/22/2016 | 06/03/2026 |
| 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 (%) | -1.33 | 3.27 | 11.28 | 1.77 | 5.59 | NA | NA | … | … | -2.06 | 7.83 | 18.39 | 14.89 | -9.27 | -1.28 | 10.26 | 13.08 | -6.68 | 8.43 | 11.89 |
| Sharpe Ratio | NA | 0.17 | 0.59 | -0.01 | 0.26 | NA | NA | … | … | -0.22 | 0.24 | 1.12 | 0.91 | -0.55 | -0.09 | 0.36 | 1.26 | -0.62 | 1.22 | 1.32 |
| Standard Deviation(%) | NA | 16.91 | 16.35 | 16.41 | 16.02 | NA | NA | … | … | 17.75 | 20.38 | 13.17 | 12.49 | 19.67 | 14.60 | 27.66 | 9.21 | 13.10 | 6.39 | 9.39 |
| Draw Down(%) | NA | 15.36 | 19.30 | 29.23 | 30.32 | NA | NA | … | … | 12.59 | 18.68 | 11.32 | 9.76 | 15.66 | 19.52 | 30.32 | 6.78 | 13.63 | 3.51 | 6.08 |
| Yield(%) | 0.00 | 6.23 | 4.69 | 3.07 | 4.54 | 3.19 | 2.39 | … | … | 0.00 | 6.31 | 5.63 | 0.00 | 0.00 | 5.75 | 5.94 | 4.34 | 4.73 | 10.90 | 0.09 |
Data as of 06/03/2026, 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 |
|---|---|---|---|---|
| HROAX (HEDGEROW INCOME AND OPPORTUNITY FUND CLASS A SHARES) |
-3.94%
Mar 2017 – Mar 2020 |
-0.02%
Sep 2017 – Sep 2022 |
5.17%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HROAX (HEDGEROW INCOME AND OPPORTUNITY FUND CLASS A SHARES) |
18.56%
Sep 2022 – Sep 2025 |
9.52%
Mar 2020 – Mar 2025 |
6.14%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart