Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MASSX (SMALL CAP GROWTH FUND SMALL CAP GROWTH FUND CLASS) | NA | 65.09% | 14.14% | 17.77% | 10.74% | NA | NA | 9.13% |
Data as of 03/09/2021, AR inception is 06/28/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MASSX (SMALL CAP GROWTH FUND SMALL CAP GROWTH FUND CLASS) | 06/28/2007 | 03/09/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 65.09 | 14.14 | 17.77 | 10.74 | NA | NA | 9.13 | 0.00 | 40.12 | 26.71 | -13.53 | 24.61 | 1.03 | 2.36 | 2.18 | 37.77 | 6.56 | -2.34 | 32.07 | 27.81 | -33.45 | -4.33 |
| Sharpe Ratio | NA | 1.87 | 0.51 | 0.75 | 0.44 | NA | NA | 0.32 | 0.00 | 1.07 | 1.50 | -0.74 | 1.55 | 0.04 | 0.12 | 0.06 | 2.67 | 0.40 | -0.08 | 1.30 | 0.95 | -0.89 | -0.52 |
| Standard Deviation(%) | NA | 34.79 | 25.92 | 22.55 | 23.78 | NA | NA | 25.49 | NA | 37.14 | 16.86 | 20.15 | 15.50 | 21.19 | 19.36 | 34.11 | 14.14 | 16.51 | 30.78 | 24.54 | 29.18 | 38.61 | 21.24 |
| Draw Down(%) | NA | 22.71 | 36.35 | 36.35 | 36.35 | NA | NA | 54.16 | 0.00 | 36.35 | 9.12 | 26.52 | 7.51 | 23.08 | 17.81 | 21.82 | 6.22 | 12.83 | 27.52 | 15.89 | 26.44 | 46.54 | 12.03 |
| Yield(%) | 0.00 | 12.30 | 7.13 | 8.66 | 8.25 | 6.17 | 4.63 | 7.12 | 0.00 | 10.40 | 2.85 | 10.01 | 11.08 | 0.42 | 6.94 | 21.23 | 9.21 | 4.26 | 0.08 | 0.00 | 0.16 | 0.15 | 0.09 |
Data as of 03/09/2021, AR inception is 06/28/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MASSX (SMALL CAP GROWTH FUND SMALL CAP GROWTH FUND CLASS) |
-5.23%
Aug 2007 - Aug 2010 |
0.71%
Oct 2007 - Oct 2012 |
6.59%
Oct 2007 - Oct 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MASSX (SMALL CAP GROWTH FUND SMALL CAP GROWTH FUND CLASS) |
29.34%
Feb 2009 - Feb 2012 |
24.96%
Feb 2009 - Feb 2014 |
14.69%
Feb 2009 - Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart