Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IMPLX (ENTREPRENEUR US LARGE CAP FUND INSTITUTIONAL CLASS) | NA | 315,476.15% | 1,304.40% | 408.25% | NA | NA | NA | … | … |
Data as of 05/25/2023, Common starting date is 07/03/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IMPLX (ENTREPRENEUR US LARGE CAP FUND INSTITUTIONAL CLASS) | 07/03/2014 | 05/25/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 315,476.15 | 1,304.40 | 408.25 | NA | NA | NA | … | … | -0.88 | -33.82 | -63.41 | 48.01 | 29.93 | -1.97 | 27.40 | 9.34 | 1.21 | 2.53 |
| Sharpe Ratio | NA | -0.47 | -0.30 | -0.06 | NA | NA | NA | … | … | -0.41 | -1.15 | -0.70 | 1.39 | 1.81 | -0.15 | 3.07 | 0.67 | 0.08 | 0.38 |
| Standard Deviation(%) | NA | 26.41 | 27.79 | 27.01 | NA | NA | NA | … | … | 17.24 | 30.83 | 90.55 | 34.22 | 15.75 | 21.66 | 8.77 | 13.64 | 15.18 | 13.58 |
| Draw Down(%) | NA | 21.55 | 52.09 | 52.09 | NA | NA | NA | … | … | 15.83 | 35.56 | 69.58 | 27.55 | 9.98 | 25.29 | 3.98 | 10.90 | 11.04 | 8.40 |
| Yield(%) | 0.00 | 90.74 | 36.77 | 26.55 | 20.58 | 13.72 | 10.29 | … | … | 99.53 | 0.00 | 50.97 | 26.03 | 7.74 | 2.01 | 11.58 | 1.75 | 0.63 | 0.07 |
Data as of 05/25/2023, Common starting date is 07/03/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IMPLX (ENTREPRENEUR US LARGE CAP FUND INSTITUTIONAL CLASS) |
-4.83%
Dec 2019 – Dec 2022 |
1.89%
Dec 2017 – Dec 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IMPLX (ENTREPRENEUR US LARGE CAP FUND INSTITUTIONAL CLASS) |
1,387.63%
Mar 2020 – Mar 2023 |
414.03%
Mar 2018 – Mar 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart