Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KESGX (Kennedy Capital ESG SMID Cap Fund Class I Shares) | 13.21% | 26.36% | 16.26% | 6.86% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 07/18/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KESGX (Kennedy Capital ESG SMID Cap Fund Class I Shares) | 07/18/2019 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.05 | 26.36 | 16.26 | 6.86 | NA | NA | NA | … | … | 13.21 | 9.59 | 9.35 | 16.57 | -17.82 | 25.38 | 20.98 | 8.94 |
| Sharpe Ratio | NA | 1.39 | 0.75 | 0.23 | NA | NA | NA | … | … | 1.73 | 0.33 | 0.35 | 0.70 | -0.73 | 1.44 | 0.52 | 1.29 |
| Standard Deviation(%) | NA | 17.16 | 18.38 | 20.11 | NA | NA | NA | … | … | 19.11 | 20.57 | 16.34 | 18.49 | 26.58 | 17.63 | 39.61 | 15.01 |
| Draw Down(%) | NA | 11.74 | 22.94 | 25.14 | NA | NA | NA | … | … | 11.74 | 20.60 | 7.89 | 16.42 | 24.16 | 8.12 | 41.09 | 8.85 |
| Yield(%) | 0.00 | 5.55 | 2.48 | 2.64 | 2.08 | 1.38 | 1.04 | … | … | 0.00 | 5.48 | 0.21 | 0.34 | 0.38 | 7.94 | 0.25 | 0.23 |
Data as of 06/05/2026, Common starting date is 07/18/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KESGX (Kennedy Capital ESG SMID Cap Fund Class I Shares) |
1.05%
Apr 2021 – Apr 2024 |
5.88%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KESGX (Kennedy Capital ESG SMID Cap Fund Class I Shares) |
20.93%
Mar 2020 – Mar 2023 |
15.63%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart