Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IACOX (CONGRESS ALL CAP OPPORTUNITY FUND INSTITUTIONAL CLASS) | NA | -19.16% | 1.16% | 3.71% | NA | NA | NA | … | … |
Data as of 10/26/2018, Common starting date is 11/02/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IACOX (CONGRESS ALL CAP OPPORTUNITY FUND INSTITUTIONAL CLASS) | 11/02/2012 | 10/26/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -23.37 | -19.16 | 1.16 | 3.71 | NA | NA | NA | … | … | -23.14 | 21.71 | 13.51 | -4.67 | 13.96 | 28.38 | 2.98 |
| Sharpe Ratio | NA | -0.77 | 0.03 | 0.18 | NA | NA | NA | … | … | -0.99 | 2.31 | 0.74 | -0.29 | 0.94 | 2.22 | 1.59 |
| Standard Deviation(%) | NA | 26.46 | 19.46 | 17.83 | NA | NA | NA | … | … | 28.81 | 9.17 | 17.85 | 16.16 | 14.80 | 12.76 | 13.13 |
| Draw Down(%) | NA | 32.01 | 32.01 | 32.01 | NA | NA | NA | … | … | 32.01 | 3.83 | 18.69 | 15.59 | 10.17 | 9.85 | 5.04 |
| Yield(%) | 0.00 | 1.70 | 1.17 | 1.30 | 0.85 | 0.57 | 0.43 | … | … | 0.00 | 1.97 | 0.31 | 1.05 | 0.72 | 2.18 | 0.28 |
Data as of 10/26/2018, Common starting date is 11/02/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IACOX (CONGRESS ALL CAP OPPORTUNITY FUND INSTITUTIONAL CLASS) |
5.20%
Jan 2013 – Jan 2016 |
11.32%
Mar 2013 – Mar 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IACOX (CONGRESS ALL CAP OPPORTUNITY FUND INSTITUTIONAL CLASS) |
16.12%
Sep 2015 – Sep 2018 |
14.02%
Dec 2012 – Dec 2017 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart