Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NFDIX (NEWFOUND RISK MANAGED U.S. SECTORS FUND NEWFOUND RISK MANAGED U.S. SECTORS FUND CLASS I SHARES) | NA | 8.20% | -1.27% | 2.12% | NA | NA | NA | … | … |
Data as of 12/28/2023, Common starting date is 06/03/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NFDIX (NEWFOUND RISK MANAGED U.S. SECTORS FUND NEWFOUND RISK MANAGED U.S. SECTORS FUND CLASS I SHARES) | 06/03/2015 | 12/28/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 8.20 | -1.27 | 2.12 | NA | NA | NA | … | … | 7.18 | -27.58 | 19.85 | -1.68 | 16.26 | -6.85 | 17.48 | 6.43 | -8.51 |
| Sharpe Ratio | NA | 0.33 | -0.20 | 0.04 | NA | NA | NA | … | … | 0.25 | -1.49 | 1.29 | -0.09 | 1.49 | -0.58 | 2.54 | 0.59 | -1.03 |
| Standard Deviation(%) | NA | 11.99 | 15.94 | 16.11 | NA | NA | NA | … | … | 11.95 | 19.50 | 15.34 | 20.87 | 9.93 | 14.11 | 6.65 | 10.46 | 13.81 |
| Draw Down(%) | NA | 12.70 | 31.10 | 31.10 | NA | NA | NA | … | … | 12.70 | 30.47 | 9.51 | 22.61 | 6.28 | 14.16 | 2.90 | 7.89 | 12.26 |
| Yield(%) | 0.00 | 0.04 | 1.14 | 1.15 | 1.51 | 1.01 | 0.76 | … | … | 0.04 | 0.00 | 3.40 | 0.71 | 1.03 | 5.93 | 0.91 | 2.16 | 0.19 |
Data as of 12/28/2023, Common starting date is 06/03/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NFDIX (NEWFOUND RISK MANAGED U.S. SECTORS FUND NEWFOUND RISK MANAGED U.S. SECTORS FUND CLASS I SHARES) |
-4.14%
Dec 2019 – Dec 2022 |
-1.18%
Sep 2018 – Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NFDIX (NEWFOUND RISK MANAGED U.S. SECTORS FUND NEWFOUND RISK MANAGED U.S. SECTORS FUND CLASS I SHARES) |
12.57%
Dec 2018 – Dec 2021 |
10.11%
Oct 2016 – Oct 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart