Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
MITYX (MORGAN DEMPSEY SMALL/MICRO CAP VALUE FUND MORGAN DEMPSEY SMALL/MICRO CAP VALUE FUND) NA 7.08% 0.65% 3.55% NA NA NA
Data as of 12/23/2019, Common starting date is 01/03/2011
More Performance Analytics Comparison
Name Start Date End Date
MITYX (MORGAN DEMPSEY SMALL/MICRO CAP VALUE FUND MORGAN DEMPSEY SMALL/MICRO CAP VALUE FUND) 01/03/2011 12/23/2019
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
Annualized Return (%) 0.00 7.08 0.65 3.55 NA NA NA 1.14 -8.96 11.74 25.66 -7.41 -6.14 34.45 10.16 -1.45
Sharpe Ratio NA 0.22 -0.03 0.18 NA NA NA -0.02 -0.63 0.86 1.55 -0.46 -0.39 2.51 0.68 -0.05
Standard Deviation(%) NA 15.44 14.76 15.34 NA NA NA 14.96 16.27 12.98 16.35 16.01 15.59 13.72 15.00 28.86
Draw Down(%) NA 16.57 22.95 22.95 NA NA NA 16.57 21.63 7.91 9.74 15.56 15.06 6.10 12.07 25.25
Yield(%) 0.00 1.06 0.58 0.60 1.59 1.06 0.80 1.00 0.55 0.11 0.40 0.66 5.49 1.47 2.69 0.35
Data as of 12/23/2019, Common starting date is 01/03/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MITYX (MORGAN DEMPSEY SMALL/MICRO CAP VALUE FUND MORGAN DEMPSEY SMALL/MICRO CAP VALUE FUND) -0.68%
Oct 2013 – Oct 2016
1.46%
Aug 2014 – Aug 2019
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MITYX (MORGAN DEMPSEY SMALL/MICRO CAP VALUE FUND MORGAN DEMPSEY SMALL/MICRO CAP VALUE FUND) 16.81%
Sep 2015 – Sep 2018
11.16%
Nov 2012 – Nov 2017
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return