Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NFMCX (NEWFOUND MULTI-ASSET INCOME FUND NEWFOUND MULTI-ASSET INCOME FUND CLASS C) | NA | 0.00% | -2.45% | 0.41% | NA | NA | NA | … | … |
Data as of 10/21/2020, Common starting date is 09/09/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NFMCX (NEWFOUND MULTI-ASSET INCOME FUND NEWFOUND MULTI-ASSET INCOME FUND CLASS C) | 09/09/2014 | 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 | 0.00 | -2.45 | 0.41 | NA | NA | NA | … | … | 0.00 | 3.51 | -10.60 | 6.80 | 4.37 | -4.24 | -0.80 |
| Sharpe Ratio | NA | 0.00 | -0.88 | -0.08 | NA | NA | NA | … | … | 0.00 | 1.23 | -1.78 | 1.80 | 0.70 | -0.79 | -0.44 |
| Standard Deviation(%) | NA | 0.23 | 4.09 | 4.41 | NA | NA | NA | … | … | NA | 1.69 | 6.72 | 3.44 | 5.97 | 5.41 | 5.71 |
| Draw Down(%) | NA | 0.00 | 13.92 | 13.92 | NA | NA | NA | … | … | 0.00 | 0.68 | 13.92 | 1.59 | 5.09 | 7.96 | 3.29 |
| Yield(%) | 0.00 | 0.00 | 1.54 | 1.71 | 0.97 | 0.65 | 0.49 | … | … | 0.00 | 0.20 | 3.42 | 2.67 | 1.80 | 1.93 | 0.00 |
Data as of 10/21/2020, Common starting date is 09/09/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NFMCX (NEWFOUND MULTI-ASSET INCOME FUND NEWFOUND MULTI-ASSET INCOME FUND CLASS C) |
-2.45%
Sep 2017 – Sep 2020 |
-0.59%
Jan 2015 – Jan 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NFMCX (NEWFOUND MULTI-ASSET INCOME FUND NEWFOUND MULTI-ASSET INCOME FUND CLASS C) |
2.68%
Sep 2015 – Sep 2018 |
0.56%
Sep 2015 – Sep 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart