Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| INFKX (ADVISORY RESEARCH MLP & EQUITY FUND CLASS C) | NA | -18.06% | -5.43% | 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 |
|---|---|---|
| INFKX (ADVISORY RESEARCH MLP & EQUITY FUND CLASS C) | 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 (%) | 0.00 | -18.06 | -5.43 | NA | NA | NA | NA | … | … | 5.55 | -19.85 | -6.23 | 40.25 | -31.50 |
| Sharpe Ratio | NA | -1.01 | -0.36 | NA | NA | NA | NA | … | … | 0.43 | -1.03 | -0.45 | 1.15 | -1.63 |
| Standard Deviation(%) | NA | 19.44 | 17.92 | NA | NA | NA | NA | … | … | 16.16 | 20.52 | 15.30 | 34.72 | 41.69 |
| Draw Down(%) | NA | 25.70 | 30.26 | NA | NA | NA | NA | … | … | 13.76 | 28.70 | 15.86 | 26.48 | 38.60 |
| Yield(%) | 0.00 | 1.00 | 0.49 | 0.26 | 0.13 | 0.09 | 0.07 | … | … | 0.06 | 0.96 | 0.33 | 0.10 | 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 |
|---|---|---|---|---|
| INFKX (ADVISORY RESEARCH MLP & EQUITY FUND CLASS C) |
-3.07%
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 |
|---|---|---|---|---|
| INFKX (ADVISORY RESEARCH MLP & EQUITY FUND CLASS C) |
9.79%
Feb 2016 – Feb 2019 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart