Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MDEPX (M.D. SASS EQUITY INCOME PLUS FUND M.D. SASS EQUITY INCOME PLUS FUND – INVESTOR CLASS) | NA | 10.93% | 4.22% | 3.06% | 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 |
|---|---|---|
| MDEPX (M.D. SASS EQUITY INCOME PLUS FUND M.D. SASS EQUITY INCOME PLUS FUND – INVESTOR 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 | 10.93 | 4.22 | 3.06 | NA | NA | NA | … | … | -0.07 | 16.48 | -9.74 | 7.00 | 3.72 | -3.03 | 4.07 | 12.95 |
| Sharpe Ratio | NA | 1.28 | 0.35 | 0.26 | NA | NA | NA | … | … | -0.66 | 1.84 | -0.94 | 1.26 | 0.37 | -0.34 | 0.48 | 3.91 |
| Standard Deviation(%) | NA | 7.47 | 8.79 | 8.94 | NA | NA | NA | … | … | 3.22 | 8.25 | 11.84 | 5.07 | 9.55 | 9.05 | 8.54 | 7.12 |
| Draw Down(%) | NA | 4.67 | 15.27 | 15.38 | NA | NA | NA | … | … | 0.70 | 4.67 | 15.94 | 2.44 | 9.65 | 9.73 | 7.50 | 2.39 |
| Yield(%) | 0.00 | 1.21 | 1.57 | 2.20 | 1.70 | 1.13 | 0.85 | … | … | 0.02 | 1.26 | 1.78 | 1.63 | 0.96 | 5.51 | 3.73 | 0.60 |
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 |
|---|---|---|---|---|
| MDEPX (M.D. SASS EQUITY INCOME PLUS FUND M.D. SASS EQUITY INCOME PLUS FUND – INVESTOR CLASS) |
0.21%
Apr 2015 – Apr 2018 |
0.47%
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 |
|---|---|---|---|---|
| MDEPX (M.D. SASS EQUITY INCOME PLUS FUND M.D. SASS EQUITY INCOME PLUS FUND – INVESTOR CLASS) |
4.51%
Dec 2016 – Dec 2019 |
4.34%
Aug 2013 – Aug 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart