Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IOFIX (ALPHACENTRIC INCOME OPPORTUNITIES FUND ALPHACENTRIC INCOME OPPORTUNITIES FUND CLASS I) | -0.84% | 5.52% | 1.38% | -3.15% | 1.44% | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 05/29/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IOFIX (ALPHACENTRIC INCOME OPPORTUNITIES FUND ALPHACENTRIC INCOME OPPORTUNITIES FUND CLASS I) | 05/29/2015 | 06/09/2026 |
| 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 | 5.52 | 1.38 | -3.15 | 1.44 | NA | NA | … | … | -0.84 | 9.09 | -0.35 | -5.52 | -21.68 | 14.92 | -10.58 | 11.92 | 4.43 | 14.04 | 9.79 | 10.63 |
| Sharpe Ratio | NA | 0.61 | -0.42 | -1.17 | -0.02 | NA | NA | … | … | -0.91 | 1.29 | -0.91 | -2.16 | -3.56 | 6.53 | -0.38 | 5.10 | 1.44 | 3.87 | 2.96 | 4.48 |
| Standard Deviation(%) | NA | 4.24 | 4.63 | 4.82 | 9.81 | NA | NA | … | … | 4.52 | 4.84 | 4.39 | 4.28 | 6.51 | 2.28 | 28.50 | 2.05 | 2.12 | 3.47 | 3.23 | 4.12 |
| Draw Down(%) | NA | 2.98 | 9.74 | 30.50 | 45.49 | NA | NA | … | … | 2.98 | 3.80 | 3.43 | 12.78 | 22.99 | 0.16 | 45.49 | 0.78 | 1.29 | 0.73 | 1.43 | 0.87 |
| Yield(%) | 0.00 | 8.24 | 6.96 | 4.85 | 5.18 | 4.12 | 3.09 | … | … | 3.38 | 8.16 | 7.55 | 6.61 | 4.11 | 4.35 | 4.04 | 5.00 | 5.02 | 5.24 | 5.19 | 2.40 |
Data as of 06/09/2026, 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 |
|---|---|---|---|---|
| IOFIX (ALPHACENTRIC INCOME OPPORTUNITIES FUND ALPHACENTRIC INCOME OPPORTUNITIES FUND CLASS I) |
-9.91%
Jan 2022 – Jan 2025 |
-5.86%
Jan 2020 – Jan 2025 |
1.51%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IOFIX (ALPHACENTRIC INCOME OPPORTUNITIES FUND ALPHACENTRIC INCOME OPPORTUNITIES FUND CLASS I) |
10.55%
Jan 2017 – Jan 2020 |
6.70%
Feb 2016 – Feb 2021 |
2.14%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart