Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IOFAX (ALPHACENTRIC INCOME OPPORTUNITIES FUND ALPHACENTRIC INCOME OPPORTUNITIES FUND CLASS A) | -1.32% | 5.88% | 0.88% | -3.43% | 1.16% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 05/29/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IOFAX (ALPHACENTRIC INCOME OPPORTUNITIES FUND ALPHACENTRIC INCOME OPPORTUNITIES FUND CLASS A) | 05/29/2015 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.56 | 5.88 | 0.88 | -3.43 | 1.16 | NA | NA | … | … | -1.32 | 8.84 | -0.59 | -5.78 | -21.90 | 14.77 | -10.84 | 11.60 | 4.30 | 13.72 | 9.44 | 10.51 |
| Sharpe Ratio | NA | 0.75 | -0.49 | -1.22 | -0.05 | NA | NA | … | … | -1.12 | 1.24 | -0.94 | -2.25 | -3.60 | 6.52 | -0.39 | 4.76 | 1.42 | 3.76 | 2.82 | 4.36 |
| Standard Deviation(%) | NA | 4.33 | 4.62 | 4.82 | 9.81 | NA | NA | … | … | 4.51 | 4.83 | 4.47 | 4.22 | 6.51 | 2.26 | 28.49 | 2.13 | 2.06 | 3.49 | 3.28 | 4.18 |
| Draw Down(%) | NA | 3.03 | 9.86 | 30.86 | 45.48 | NA | NA | … | … | 3.03 | 3.81 | 3.53 | 12.98 | 23.18 | 0.18 | 45.48 | 0.81 | 1.31 | 0.70 | 1.53 | 0.98 |
| Yield(%) | 0.00 | 7.42 | 6.55 | 4.59 | 4.92 | 3.90 | 2.93 | … | … | 2.64 | 7.94 | 7.33 | 6.36 | 3.89 | 4.09 | 3.83 | 4.77 | 4.80 | 5.02 | 4.95 | 2.28 |
Data as of 06/03/2026, Common starting date is 05/29/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IOFAX (ALPHACENTRIC INCOME OPPORTUNITIES FUND ALPHACENTRIC INCOME OPPORTUNITIES FUND CLASS A) |
-10.15%
Jan 2022 – Jan 2025 |
-6.10%
Jan 2020 – Jan 2025 |
1.19%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IOFAX (ALPHACENTRIC INCOME OPPORTUNITIES FUND ALPHACENTRIC INCOME OPPORTUNITIES FUND CLASS A) |
10.31%
Jan 2017 – Jan 2020 |
6.46%
Feb 2016 – Feb 2021 |
1.90%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart