Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NPILX (NORTHPOINTE LARGE CAP VALUE FUND INSTITUTIONAL SHARES) | NA | -2.99% | 6.27% | 5.26% | NA | NA | NA | … | … |
Data as of 08/20/2019, Common starting date is 03/27/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NPILX (NORTHPOINTE LARGE CAP VALUE FUND INSTITUTIONAL SHARES) | 03/27/2014 | 08/20/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.58 | -2.99 | 6.27 | 5.26 | NA | NA | NA | … | … | 11.50 | -20.93 | 15.10 | 11.67 | -1.75 | 12.08 |
| Sharpe Ratio | NA | -0.32 | 0.43 | 0.34 | NA | NA | NA | … | … | 1.45 | -1.15 | 1.80 | 0.82 | -0.11 | 1.40 |
| Standard Deviation(%) | NA | 14.41 | 12.28 | 13.49 | NA | NA | NA | … | … | 11.85 | 19.40 | 8.05 | 13.97 | 15.73 | 11.48 |
| Draw Down(%) | NA | 19.06 | 21.04 | 21.04 | NA | NA | NA | … | … | 6.13 | 28.25 | 5.02 | 11.92 | 13.39 | 8.59 |
| Yield(%) | 0.00 | 18.48 | 9.26 | 6.23 | 3.38 | 2.25 | 1.69 | … | … | 11.75 | 9.48 | 4.69 | 1.27 | 1.24 | 0.49 |
Data as of 08/20/2019, Common starting date is 03/27/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NPILX (NORTHPOINTE LARGE CAP VALUE FUND INSTITUTIONAL SHARES) |
4.48%
Dec 2015 – Dec 2018 |
5.21%
May 2014 – May 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NPILX (NORTHPOINTE LARGE CAP VALUE FUND INSTITUTIONAL SHARES) |
11.62%
Sep 2015 – Sep 2018 |
6.72%
Apr 2014 – Apr 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart