Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LVOLX (SUMMIT GLOBAL INVESTMENTS U.S. LOW VOLATILITY EQUITY FUND CLASS A) | 8.72% | 16.72% | 14.77% | 8.45% | 10.21% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/05/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LVOLX (SUMMIT GLOBAL INVESTMENTS U.S. LOW VOLATILITY EQUITY FUND CLASS A) | 11/05/2015 | 06/04/2026 |
| 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 (%) | 0.05 | 16.72 | 14.77 | 8.45 | 10.21 | NA | NA | … | … | 8.72 | 0.17 | 17.38 | 10.16 | -12.25 | 17.02 | 11.22 | 27.73 | -0.04 | 16.07 | 8.57 | -1.25 |
| Sharpe Ratio | NA | 1.58 | 1.09 | 0.46 | 0.57 | NA | NA | … | … | 2.01 | -0.18 | 1.38 | 0.59 | -0.73 | 1.26 | 0.38 | 2.53 | -0.10 | 2.57 | 0.81 | -0.59 |
| Standard Deviation(%) | NA | 9.46 | 11.12 | 13.22 | 14.97 | NA | NA | … | … | 10.06 | 15.36 | 9.96 | 11.10 | 18.90 | 13.45 | 29.09 | 10.38 | 15.00 | 6.02 | 10.34 | 13.87 |
| Draw Down(%) | NA | 7.93 | 12.17 | 21.38 | 31.33 | NA | NA | … | … | 7.93 | 12.17 | 5.10 | 8.19 | 21.05 | 8.24 | 31.33 | 4.92 | 18.35 | 2.46 | 7.97 | 3.88 |
| Yield(%) | 0.00 | 8.42 | 11.87 | 9.62 | 9.06 | 6.36 | 4.77 | … | … | 0.00 | 8.52 | 21.44 | 4.65 | 4.16 | 15.86 | 0.47 | 3.96 | 3.86 | 7.31 | 2.60 | 6.46 |
Data as of 06/04/2026, Common starting date is 11/05/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LVOLX (SUMMIT GLOBAL INVESTMENTS U.S. LOW VOLATILITY EQUITY FUND CLASS A) |
2.07%
Sep 2019 – Sep 2022 |
5.01%
Sep 2018 – Sep 2023 |
9.39%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LVOLX (SUMMIT GLOBAL INVESTMENTS U.S. LOW VOLATILITY EQUITY FUND CLASS A) |
18.46%
Dec 2018 – Dec 2021 |
14.55%
Oct 2016 – Oct 2021 |
10.69%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart