Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MIIFX (MONTEAGLE INFORMED INVESTOR GROWTH FUND INSTITUTIONAL CLASS) | NA | -0.28% | 5.15% | 5.24% | 6.31% | NA | NA | … | … |
Data as of 12/19/2019, Common starting date is 04/10/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MIIFX (MONTEAGLE INFORMED INVESTOR GROWTH FUND INSTITUTIONAL CLASS) | 04/10/2008 | 12/19/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -0.28 | 5.15 | 5.24 | 6.31 | NA | NA | … | … | 0.34 | -0.09 | 16.53 | 5.74 | 6.31 | -1.22 | 31.21 | 10.70 | -15.34 | 14.94 | 31.84 | -6.21 |
| Sharpe Ratio | NA | -0.14 | 0.32 | 0.35 | 0.37 | NA | NA | … | … | -0.09 | -0.10 | 1.45 | 0.58 | 0.39 | -0.08 | 2.21 | 0.64 | -0.57 | 0.67 | 0.91 | -0.15 |
| Standard Deviation(%) | NA | 12.28 | 12.59 | 12.80 | 16.53 | NA | NA | … | … | 11.99 | 14.61 | 10.99 | 9.53 | 15.90 | 14.50 | 14.10 | 16.78 | 26.87 | 22.29 | 35.04 | 59.39 |
| Draw Down(%) | NA | 10.10 | 13.07 | 13.89 | 27.42 | NA | NA | … | … | 10.10 | 13.07 | 5.90 | 6.33 | 13.89 | 10.71 | 7.77 | 12.11 | 27.42 | 23.30 | 17.29 | 37.63 |
| Yield(%) | 0.00 | 0.03 | 7.16 | 6.76 | 7.81 | 6.40 | 4.80 | … | … | 0.03 | 12.50 | 7.87 | 4.68 | 8.50 | 16.52 | 9.28 | 8.71 | 3.19 | 13.49 | 0.00 | 0.00 |
Data as of 12/19/2019, Common starting date is 04/10/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MIIFX (MONTEAGLE INFORMED INVESTOR GROWTH FUND INSTITUTIONAL CLASS) |
-1.76%
Nov 2009 – Nov 2012 |
4.34%
Feb 2011 – Feb 2016 |
4.89%
Nov 2009 – Nov 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MIIFX (MONTEAGLE INFORMED INVESTOR GROWTH FUND INSTITUTIONAL CLASS) |
22.50%
Oct 2008 – Oct 2011 |
18.98%
Oct 2008 – Oct 2013 |
13.23%
Oct 2008 – Oct 2018 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart