Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KEUIX (ALTRIUS ENHANCED INCOME FUND CLASS I) | NA | 0.92% | 5.02% | NA | NA | NA | NA | … | … |
Data as of 04/03/2019, Common starting date is 01/13/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KEUIX (ALTRIUS ENHANCED INCOME FUND CLASS I) | 01/13/2016 | 04/03/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.10 | 0.92 | 5.02 | NA | NA | NA | NA | … | … | 3.59 | -5.06 | 5.20 | 10.47 |
| Sharpe Ratio | NA | -0.20 | 1.56 | NA | NA | NA | NA | … | … | 3.54 | -2.21 | 2.44 | 2.74 |
| Standard Deviation(%) | NA | 2.83 | 2.67 | NA | NA | NA | NA | … | … | 3.74 | 2.90 | 1.88 | 3.86 |
| Draw Down(%) | NA | 5.24 | 5.24 | NA | NA | NA | NA | … | … | 1.27 | 7.27 | 1.49 | 4.00 |
| Yield(%) | 0.00 | 5.16 | 5.10 | 3.21 | 1.61 | 1.07 | 0.80 | … | … | 0.85 | 5.42 | 4.93 | 4.21 |
Data as of 04/03/2019, Common starting date is 01/13/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KEUIX (ALTRIUS ENHANCED INCOME FUND CLASS I) |
5.26%
Mar 2016 – Mar 2019 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KEUIX (ALTRIUS ENHANCED INCOME FUND CLASS I) |
6.31%
Feb 2016 – Feb 2019 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart