Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IRHAX (RATIONAL IRON HORSE FUND RATIONAL IRON HORSE FUND CLASS A) | NA | -8.60% | -2.95% | -0.04% | NA | NA | NA | … | … |
Data as of 08/04/2020, Common starting date is 07/19/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IRHAX (RATIONAL IRON HORSE FUND RATIONAL IRON HORSE FUND CLASS A) | 07/19/2011 | 08/04/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -8.60 | -2.95 | -0.04 | NA | NA | NA | … | … | -8.37 | -1.46 | -1.32 | 8.62 | 3.51 | -0.80 | 6.49 | 15.43 | 6.34 | -1.52 |
| Sharpe Ratio | NA | -0.72 | -0.47 | -0.10 | NA | NA | NA | … | … | -0.90 | -0.68 | -0.38 | 2.14 | 0.49 | -0.09 | 0.91 | 2.20 | 0.76 | -0.15 |
| Standard Deviation(%) | NA | 12.23 | 8.49 | 8.10 | NA | NA | NA | … | … | 15.63 | 4.23 | 6.98 | 3.75 | 6.76 | 9.42 | 7.10 | 7.00 | 8.36 | 21.34 |
| Draw Down(%) | NA | 15.28 | 18.34 | 18.34 | NA | NA | NA | … | … | 15.26 | 4.98 | 6.03 | 1.50 | 5.07 | 9.35 | 4.62 | 3.65 | 6.12 | 13.65 |
| Yield(%) | 0.00 | 3.48 | 5.27 | 3.98 | 4.51 | 3.01 | 2.26 | … | … | 0.11 | 6.54 | 6.44 | 3.49 | 1.58 | 4.44 | 13.65 | 2.46 | 3.53 | 0.29 |
Data as of 08/04/2020, Common starting date is 07/19/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IRHAX (RATIONAL IRON HORSE FUND RATIONAL IRON HORSE FUND CLASS A) |
-3.09%
Mar 2017 – Mar 2020 |
-0.65%
Mar 2015 – Mar 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IRHAX (RATIONAL IRON HORSE FUND RATIONAL IRON HORSE FUND CLASS A) |
12.99%
Sep 2011 – Sep 2014 |
7.98%
Sep 2011 – Sep 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart