Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NFGAX (NEWFOUND RISK MANAGED GLOBAL SECTORS FUND NEWFOUND RISK MANAGED GLOBAL SECTORS FUND CLASS A SHARES) | NA | -3.59% | 0.06% | 3.57% | NA | NA | NA | … | … |
Data as of 10/21/2020, Common starting date is 05/23/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NFGAX (NEWFOUND RISK MANAGED GLOBAL SECTORS FUND NEWFOUND RISK MANAGED GLOBAL SECTORS FUND CLASS A SHARES) | 05/23/2014 | 10/21/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -3.59 | 0.06 | 3.57 | NA | NA | NA | … | … | -10.78 | 13.21 | -7.96 | 17.93 | 5.40 | -7.09 | -0.39 |
| Sharpe Ratio | NA | -0.29 | -0.12 | 0.17 | NA | NA | NA | … | … | -0.58 | 1.25 | -0.69 | 2.59 | 0.43 | -0.56 | -0.07 |
| Standard Deviation(%) | NA | 20.88 | 15.32 | 13.51 | NA | NA | NA | … | … | 23.10 | 9.45 | 13.52 | 6.71 | 12.14 | 12.73 | 10.01 |
| Draw Down(%) | NA | 24.21 | 24.21 | 24.21 | NA | NA | NA | … | … | 24.21 | 6.11 | 15.02 | 2.06 | 6.39 | 12.92 | 9.74 |
| Yield(%) | 0.00 | 3.59 | 1.40 | 1.11 | 0.59 | 0.39 | 0.29 | … | … | 2.01 | 1.62 | 0.01 | 0.54 | 0.33 | 0.23 | 0.70 |
Data as of 10/21/2020, Common starting date is 05/23/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NFGAX (NEWFOUND RISK MANAGED GLOBAL SECTORS FUND NEWFOUND RISK MANAGED GLOBAL SECTORS FUND CLASS A SHARES) |
-0.95%
Apr 2017 – Apr 2020 |
-0.23%
Apr 2015 – Apr 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NFGAX (NEWFOUND RISK MANAGED GLOBAL SECTORS FUND NEWFOUND RISK MANAGED GLOBAL SECTORS FUND CLASS A SHARES) |
7.86%
Dec 2016 – Dec 2019 |
4.26%
Aug 2015 – Aug 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart