Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NPLVX (NORTHPOINTE LARGE CAP VALUE FUND INVESTOR SHARES) | NA | -2.41% | 6.31% | 5.21% | 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 |
|---|---|---|
| NPLVX (NORTHPOINTE LARGE CAP VALUE FUND INVESTOR 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 (%) | 0.19 | -2.41 | 6.31 | 5.21 | NA | NA | NA | … | … | 12.19 | -20.90 | 14.78 | 11.51 | -1.95 | 12.00 |
| Sharpe Ratio | NA | -0.28 | 0.43 | 0.34 | NA | NA | NA | … | … | 1.55 | -1.14 | 1.76 | 0.80 | -0.12 | 1.38 |
| Standard Deviation(%) | NA | 14.35 | 12.27 | 13.54 | NA | NA | NA | … | … | 11.76 | 19.42 | 8.06 | 14.00 | 15.91 | 11.57 |
| Draw Down(%) | NA | 19.13 | 21.23 | 21.23 | NA | NA | NA | … | … | 6.23 | 28.46 | 5.11 | 11.94 | 13.48 | 8.68 |
| Yield(%) | 0.00 | 18.35 | 9.06 | 6.07 | 3.29 | 2.19 | 1.64 | … | … | 11.77 | 9.30 | 4.44 | 1.08 | 1.22 | 0.41 |
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 |
|---|---|---|---|---|
| NPLVX (NORTHPOINTE LARGE CAP VALUE FUND INVESTOR SHARES) |
4.27%
Dec 2015 – Dec 2018 |
4.99%
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 |
|---|---|---|---|---|
| NPLVX (NORTHPOINTE LARGE CAP VALUE FUND INVESTOR SHARES) |
11.37%
Sep 2015 – Sep 2018 |
6.51%
Apr 2014 – Apr 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart