Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MSFYX (The Multi-Strategy Growth & Income Fund) | NA | 4.04% | 0.77% | -0.22% | NA | NA | NA | -0.13% |
Data as of 02/14/2022, AR inception is 07/08/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MSFYX (The Multi-Strategy Growth & Income Fund) | 07/08/2014 | 02/14/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.04 | 0.77 | -0.22 | NA | NA | NA | -0.13 | -4.01 | 1.15 | -7.77 | 6.69 | -9.92 | 2.29 | 7.01 | -4.93 | -2.82 |
| Sharpe Ratio | NA | -0.01 | -0.13 | -0.26 | NA | NA | NA | -0.19 | -2.51 | 0.14 | -0.80 | 1.64 | -2.68 | 0.58 | 1.76 | -0.91 | -1.08 |
| Standard Deviation(%) | NA | 8.86 | 7.90 | 6.53 | NA | NA | NA | 5.98 | 11.64 | 8.12 | 9.91 | 3.24 | 4.19 | 2.88 | 3.85 | 5.48 | 5.27 |
| Draw Down(%) | NA | 6.11 | 16.40 | 16.40 | NA | NA | NA | 16.40 | 4.01 | 7.51 | 15.96 | 1.82 | 10.11 | 2.13 | 4.05 | 9.61 | 4.35 |
| Yield(%) | 0.00 | 5.50 | 5.33 | 4.99 | 3.10 | 2.07 | 1.55 | 4.43 | 0.00 | 6.04 | 5.34 | 6.17 | 5.66 | 5.92 | 6.53 | 1.88 | 0.00 |
Data as of 02/14/2022, AR inception is 07/08/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSFYX (The Multi-Strategy Growth & Income Fund) |
-3.67%
Mar 2017 - Mar 2020 |
-1.73%
Mar 2015 - Mar 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSFYX (The Multi-Strategy Growth & Income Fund) |
2.72%
Sep 2015 - Sep 2018 |
0.90%
Dec 2014 - Dec 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart