Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IMIIX (INNOVATOR MCKINLEY INCOME FUND INSTITUTIONAL CLASS) | NA | -22.35% | -6.84% | NA | NA | NA | NA | … | … |
Data as of 02/28/2018, Common starting date is 04/03/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IMIIX (INNOVATOR MCKINLEY INCOME FUND INSTITUTIONAL CLASS) | 04/03/2013 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -23.72 | -22.35 | -6.84 | NA | NA | NA | NA | … | … | -23.72 | 6.42 | 6.64 | 2.32 | -4.50 | 2.65 |
| Sharpe Ratio | NA | -0.60 | -0.23 | NA | NA | NA | NA | … | … | -1.22 | 1.10 | 0.48 | 0.14 | -0.43 | 0.33 |
| Standard Deviation(%) | NA | 38.23 | 30.12 | NA | NA | NA | NA | … | … | 67.97 | 5.26 | 13.35 | 16.57 | 10.54 | 10.79 |
| Draw Down(%) | NA | 24.13 | 24.13 | NA | NA | NA | NA | … | … | 23.72 | 2.75 | 12.24 | 18.83 | 17.14 | 10.64 |
| Yield(%) | 0.00 | 3.11 | 5.03 | 4.95 | 2.48 | 1.65 | 1.24 | … | … | 0.00 | 3.22 | 7.78 | 6.74 | 5.97 | 3.37 |
Data as of 02/28/2018, Common starting date is 04/03/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IMIIX (INNOVATOR MCKINLEY INCOME FUND INSTITUTIONAL CLASS) |
-0.09%
Jun 2014 – Jun 2017 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IMIIX (INNOVATOR MCKINLEY INCOME FUND INSTITUTIONAL CLASS) |
5.11%
Dec 2014 – Dec 2017 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart