Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NFMIX (NEWFOUND MULTI-ASSET INCOME FUND NEWFOUND MULTI-ASSET INCOME FUND CLASS I) | NA | -14.27% | -5.99% | -1.38% | 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 |
|---|---|---|
| NFMIX (NEWFOUND MULTI-ASSET INCOME FUND NEWFOUND MULTI-ASSET INCOME FUND CLASS I) | 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 | -14.27 | -5.99 | -1.38 | NA | NA | NA | … | … | -16.45 | 9.53 | -9.69 | 7.84 | 5.47 | -3.32 | -0.50 |
| Sharpe Ratio | NA | -1.06 | -0.77 | -0.28 | NA | NA | NA | … | … | -1.31 | 2.02 | -1.67 | 2.07 | 0.88 | -0.62 | -0.27 |
| Standard Deviation(%) | NA | 13.95 | 9.25 | 7.80 | NA | NA | NA | … | … | 15.48 | 3.99 | 6.65 | 3.47 | 5.99 | 5.38 | 5.82 |
| Draw Down(%) | NA | 25.14 | 25.60 | 25.60 | NA | NA | NA | … | … | 25.14 | 2.10 | 13.12 | 1.52 | 4.94 | 7.74 | 3.18 |
| Yield(%) | 0.00 | 2.35 | 3.34 | 3.27 | 1.78 | 1.18 | 0.89 | … | … | 1.08 | 3.95 | 4.41 | 3.59 | 3.00 | 2.73 | 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 |
|---|---|---|---|---|
| NFMIX (NEWFOUND MULTI-ASSET INCOME FUND NEWFOUND MULTI-ASSET INCOME FUND CLASS I) |
-6.26%
Jun 2017 – Jun 2020 |
-2.60%
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 |
|---|---|---|---|---|
| NFMIX (NEWFOUND MULTI-ASSET INCOME FUND NEWFOUND MULTI-ASSET INCOME FUND CLASS I) |
3.70%
Aug 2015 – Aug 2018 |
1.70%
Dec 2014 – Dec 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart