Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MOATX (CASTLE FOCUS FUND INVESTOR) | NA | 8.53% | 2.35% | 6.29% | 5.51% | NA | NA | … | … |
Data as of 05/29/2024, Common starting date is 08/05/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MOATX (CASTLE FOCUS FUND INVESTOR) | 08/05/2010 | 05/29/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 8.53 | 2.35 | 6.29 | 5.51 | NA | NA | … | … | 3.34 | 4.37 | -1.30 | 12.24 | 1.59 | 19.62 | -5.37 | 12.69 | 10.66 | -2.55 | 8.70 | 14.87 | 2.57 | 7.41 | 7.48 |
| Sharpe Ratio | NA | 0.16 | 0.00 | 0.23 | 0.28 | NA | NA | … | … | 0.78 | 0.00 | -0.19 | 0.58 | 0.05 | 2.67 | -0.80 | 2.72 | 1.27 | -0.27 | 1.28 | 2.04 | 0.33 | 0.65 | 2.65 |
| Standard Deviation(%) | NA | 28.22 | 21.89 | 20.73 | 15.65 | NA | NA | … | … | 6.05 | 28.79 | 14.51 | 20.89 | 25.32 | 6.83 | 8.37 | 4.45 | 8.22 | 9.67 | 6.78 | 7.27 | 7.65 | 11.35 | 7.24 |
| Draw Down(%) | NA | 17.93 | 21.13 | 28.68 | 28.68 | NA | NA | … | … | 2.02 | 17.93 | 17.78 | 11.95 | 28.68 | 3.16 | 11.12 | 2.04 | 6.17 | 7.74 | 4.70 | 3.63 | 6.80 | 7.85 | 2.77 |
| Yield(%) | 0.00 | 76.98 | 19.43 | 15.20 | 9.99 | 9.53 | 7.15 | … | … | 83.78 | 4.22 | 0.82 | 0.00 | 0.42 | 9.23 | 9.05 | 5.04 | 2.95 | 1.16 | 8.06 | 2.59 | 3.43 | 0.61 | 0.06 |
Data as of 05/29/2024, Common starting date is 08/05/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MOATX (CASTLE FOCUS FUND INVESTOR) |
-0.90%
Mar 2017 – Mar 2020 |
2.00%
Mar 2015 – Mar 2020 |
5.24%
Sep 2012 – Sep 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MOATX (CASTLE FOCUS FUND INVESTOR) |
12.25%
Mar 2020 – Mar 2023 |
8.70%
Dec 2012 – Dec 2017 |
7.70%
May 2012 – May 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart