Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NFGIX (NEWFOUND RISK MANAGED GLOBAL SECTORS FUND NEWFOUND RISK MANAGED GLOBAL SECTORS FUND CLASS I SHARES) | NA | -3.39% | 0.31% | 3.84% | 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 |
|---|---|---|
| NFGIX (NEWFOUND RISK MANAGED GLOBAL SECTORS FUND NEWFOUND RISK MANAGED GLOBAL SECTORS FUND CLASS I 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 | -3.39 | 0.31 | 3.84 | NA | NA | NA | … | … | -10.61 | 13.00 | -7.63 | 18.25 | 5.52 | -6.70 | -0.22 |
| Sharpe Ratio | NA | -0.29 | -0.10 | 0.19 | NA | NA | NA | … | … | -0.57 | 1.21 | -0.66 | 2.65 | 0.43 | -0.53 | -0.04 |
| Standard Deviation(%) | NA | 20.84 | 15.32 | 13.51 | NA | NA | NA | … | … | 23.04 | 9.60 | 13.58 | 6.69 | 12.18 | 12.78 | 10.03 |
| Draw Down(%) | NA | 24.21 | 24.21 | 24.21 | NA | NA | NA | … | … | 24.21 | 6.11 | 14.86 | 1.96 | 6.38 | 12.80 | 9.64 |
| Yield(%) | 0.00 | 3.87 | 1.67 | 1.42 | 0.74 | 0.50 | 0.37 | … | … | 2.01 | 1.94 | 0.33 | 0.75 | 0.68 | 0.51 | 0.78 |
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 |
|---|---|---|---|---|
| NFGIX (NEWFOUND RISK MANAGED GLOBAL SECTORS FUND NEWFOUND RISK MANAGED GLOBAL SECTORS FUND CLASS I SHARES) |
-0.68%
Apr 2017 – Apr 2020 |
0.04%
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 |
|---|---|---|---|---|
| NFGIX (NEWFOUND RISK MANAGED GLOBAL SECTORS FUND NEWFOUND RISK MANAGED GLOBAL SECTORS FUND CLASS I SHARES) |
8.15%
Dec 2016 – Dec 2019 |
4.53%
Jan 2015 – Jan 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart