Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IPOFX (INVESTMENT PARTNERS ABSOLUTE RETURN FUND INVESTMENT PARTNERS ABSOLUTE RETURN FUND CLASS A) | NA | -1.77% | -8.93% | -3.47% | NA | NA | NA | … | … |
Data as of 12/30/2016, Common starting date is 01/27/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IPOFX (INVESTMENT PARTNERS ABSOLUTE RETURN FUND INVESTMENT PARTNERS ABSOLUTE RETURN FUND CLASS A) | 01/27/2010 | 12/30/2016 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -9.44 | -1.77 | -8.93 | -3.47 | NA | NA | NA | … | … | 8.19 | -16.95 | -7.16 | 13.84 | -2.53 | -10.19 | 10.41 |
| Sharpe Ratio | NA | 0.70 | -0.48 | -0.14 | NA | NA | NA | … | … | 0.67 | -1.25 | -0.61 | 1.45 | -0.26 | -0.70 | 1.57 |
| Standard Deviation(%) | NA | 11.88 | 12.46 | 11.48 | NA | NA | NA | … | … | 11.96 | 13.54 | 11.80 | 9.53 | 9.94 | 14.62 | 7.07 |
| Draw Down(%) | NA | 12.87 | 41.23 | 41.23 | NA | NA | NA | … | … | 12.87 | 24.54 | 22.47 | 5.92 | 11.33 | 17.74 | 4.80 |
| Yield(%) | 0.00 | 0.00 | 0.62 | 0.62 | 0.95 | 0.63 | 0.48 | … | … | 0.00 | 0.86 | 1.08 | 0.00 | 1.01 | 3.61 | 2.72 |
Data as of 12/30/2016, Common starting date is 01/27/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IPOFX (INVESTMENT PARTNERS ABSOLUTE RETURN FUND INVESTMENT PARTNERS ABSOLUTE RETURN FUND CLASS A) |
-7.94%
Jan 2013 – Jan 2016 |
-6.64%
Feb 2011 – Feb 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IPOFX (INVESTMENT PARTNERS ABSOLUTE RETURN FUND INVESTMENT PARTNERS ABSOLUTE RETURN FUND CLASS A) |
6.81%
Sep 2011 – Sep 2014 |
1.03%
Apr 2010 – Apr 2015 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart