Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MDEIX (M.D. SASS EQUITY INCOME PLUS FUND M.D. SASS EQUITY INCOME PLUS FUND – INSTITUTIONAL CLASS) | NA | 11.22% | 4.51% | 3.36% | NA | NA | NA | … | … |
Data as of 01/30/2020, Common starting date is 07/03/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MDEIX (M.D. SASS EQUITY INCOME PLUS FUND M.D. SASS EQUITY INCOME PLUS FUND – INSTITUTIONAL CLASS) | 07/03/2013 | 01/30/2020 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 11.22 | 4.51 | 3.36 | NA | NA | NA | … | … | 0.03 | 16.70 | -9.59 | 7.27 | 4.10 | -2.70 | 4.34 | 13.03 |
| Sharpe Ratio | NA | 1.31 | 0.38 | 0.29 | NA | NA | NA | … | … | -0.31 | 1.89 | -0.93 | 1.32 | 0.41 | -0.30 | 0.50 | 3.86 |
| Standard Deviation(%) | NA | 7.40 | 8.75 | 8.93 | NA | NA | NA | … | … | 3.33 | 8.17 | 11.80 | 5.05 | 9.57 | 9.10 | 8.58 | 7.25 |
| Draw Down(%) | NA | 4.66 | 14.97 | 15.30 | NA | NA | NA | … | … | 0.70 | 4.66 | 15.70 | 2.34 | 9.64 | 9.63 | 7.50 | 2.39 |
| Yield(%) | 0.00 | 1.52 | 1.88 | 2.47 | 1.89 | 1.26 | 0.94 | … | … | 0.03 | 1.56 | 2.12 | 1.91 | 1.14 | 5.76 | 3.99 | 0.67 |
Data as of 01/30/2020, Common starting date is 07/03/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MDEIX (M.D. SASS EQUITY INCOME PLUS FUND M.D. SASS EQUITY INCOME PLUS FUND – INSTITUTIONAL CLASS) |
0.50%
Apr 2015 – Apr 2018 |
0.78%
Dec 2013 – Dec 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MDEIX (M.D. SASS EQUITY INCOME PLUS FUND M.D. SASS EQUITY INCOME PLUS FUND – INSTITUTIONAL CLASS) |
4.79%
Nov 2016 – Nov 2019 |
4.66%
Aug 2013 – Aug 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart