Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IMIFX (INNOVATOR MCKINLEY INCOME FUND INVESTOR CLASS) | NA | 2.79% | -1.32% | 0.78% | NA | NA | NA | … | … |
Data as of 02/28/2018, Common starting date is 02/06/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IMIFX (INNOVATOR MCKINLEY INCOME FUND INVESTOR CLASS) | 02/06/2012 | 02/28/2018 |
| 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 (%) | -0.06 | 2.79 | -1.32 | 0.78 | NA | NA | NA | … | … | -1.58 | 9.14 | 6.46 | -7.99 | -4.70 | 10.40 | 1.74 |
| Sharpe Ratio | NA | 0.24 | -0.13 | 0.05 | NA | NA | NA | … | … | -0.71 | 1.27 | 0.46 | -0.58 | -0.45 | 1.00 | 0.20 |
| Standard Deviation(%) | NA | 8.51 | 11.88 | 11.42 | NA | NA | NA | … | … | 14.79 | 6.75 | 13.40 | 13.86 | 10.55 | 10.34 | 9.54 |
| Draw Down(%) | NA | 7.98 | 27.51 | 30.67 | NA | NA | NA | … | … | 7.98 | 3.84 | 12.25 | 20.64 | 17.25 | 10.65 | 9.07 |
| Yield(%) | 0.00 | 5.37 | 5.44 | 5.35 | 3.29 | 2.19 | 1.65 | … | … | 0.00 | 5.56 | 8.56 | 6.47 | 5.69 | 4.99 | 5.14 |
Data as of 02/28/2018, Common starting date is 02/06/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IMIFX (INNOVATOR MCKINLEY INCOME FUND INVESTOR CLASS) |
-4.89%
Jan 2013 – Jan 2016 |
1.04%
Aug 2012 – Aug 2017 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IMIFX (INNOVATOR MCKINLEY INCOME FUND INVESTOR CLASS) |
6.37%
May 2012 – May 2015 |
2.75%
May 2012 – May 2017 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart