Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NPIVX (NORTHPOINTE SMALL CAP VALUE FUND INSTITUTIONAL SHARES) | NA | -3.12% | 2.52% | NA | NA | NA | NA | … | … |
Data as of 10/26/2018, Common starting date is 03/27/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NPIVX (NORTHPOINTE SMALL CAP VALUE FUND INSTITUTIONAL SHARES) | 03/27/2014 | 10/26/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -3.12 | 2.52 | NA | NA | NA | NA | … | … | -2.47 | -2.86 | 19.47 | -1.45 | -2.13 |
| Sharpe Ratio | NA | -0.32 | 0.11 | NA | NA | NA | NA | … | … | -0.31 | -0.26 | 0.96 | -0.08 | -0.16 |
| Standard Deviation(%) | NA | 13.51 | 16.52 | NA | NA | NA | NA | … | … | 13.80 | 13.60 | 19.92 | 18.01 | 17.05 |
| Draw Down(%) | NA | 9.32 | 24.78 | NA | NA | NA | NA | … | … | 9.32 | 11.23 | 17.81 | 14.38 | 16.32 |
| Yield(%) | 0.00 | 4.16 | 1.60 | 0.97 | 0.49 | 0.32 | 0.24 | … | … | 0.00 | 4.05 | 0.20 | 0.00 | 0.00 |
Data as of 10/26/2018, 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 |
|---|---|---|---|---|
| NPIVX (NORTHPOINTE SMALL CAP VALUE FUND INSTITUTIONAL SHARES) |
1.25%
Mar 2015 – Mar 2018 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NPIVX (NORTHPOINTE SMALL CAP VALUE FUND INSTITUTIONAL SHARES) |
6.20%
Sep 2014 – Sep 2017 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart