Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| INFJX (ADVISORY RESEARCH MLP & EQUITY FUND CLASS A) | NA | -17.31% | -4.72% | NA | NA | NA | NA | … | … |
Data as of 08/29/2019, Common starting date is 09/01/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| INFJX (ADVISORY RESEARCH MLP & EQUITY FUND CLASS A) | 09/01/2015 | 08/29/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.13 | -17.31 | -4.72 | NA | NA | NA | NA | … | … | 6.13 | -19.21 | -5.39 | 39.13 | -31.30 |
| Sharpe Ratio | NA | -0.97 | -0.32 | NA | NA | NA | NA | … | … | 0.49 | -1.00 | -0.39 | 1.13 | -1.62 |
| Standard Deviation(%) | NA | 19.44 | 17.90 | NA | NA | NA | NA | … | … | 16.11 | 20.45 | 15.30 | 34.38 | 41.71 |
| Draw Down(%) | NA | 25.54 | 29.26 | NA | NA | NA | NA | … | … | 13.51 | 28.25 | 15.58 | 27.42 | 38.40 |
| Yield(%) | 0.00 | 1.28 | 0.67 | 0.42 | 0.21 | 0.14 | 0.11 | … | … | 0.41 | 0.97 | 0.49 | 0.63 | 0.00 |
Data as of 08/29/2019, Common starting date is 09/01/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| INFJX (ADVISORY RESEARCH MLP & EQUITY FUND CLASS A) |
-2.79%
Oct 2015 – Oct 2018 |
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 |
|---|---|---|---|---|
| INFJX (ADVISORY RESEARCH MLP & EQUITY FUND CLASS A) |
10.60%
Feb 2016 – Feb 2019 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart