Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PAOIX (PRESERVER ALTERNATIVE OPPORTUNITIES FUND INSTITUTIONAL SHARES) | NA | 16.84% | 7.57% | 6.19% | NA | NA | NA | … | … |
Data as of 06/22/2023, Common starting date is 03/01/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PAOIX (PRESERVER ALTERNATIVE OPPORTUNITIES FUND INSTITUTIONAL SHARES) | 03/01/2016 | 06/22/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 16.84 | 7.57 | 6.19 | NA | NA | NA | … | … | 4.20 | -8.78 | 5.13 | 14.04 | 19.27 | -11.39 | 12.42 | 7.71 |
| Sharpe Ratio | NA | 0.86 | 0.47 | 0.38 | NA | NA | NA | … | … | 0.57 | -0.55 | 0.41 | 0.83 | 3.11 | -1.25 | 2.76 | 1.40 |
| Standard Deviation(%) | NA | 15.65 | 13.43 | 13.02 | NA | NA | NA | … | … | 8.01 | 18.71 | 12.55 | 16.56 | 5.80 | 10.17 | 4.29 | 6.40 |
| Draw Down(%) | NA | 11.28 | 21.17 | 21.89 | NA | NA | NA | … | … | 5.30 | 20.98 | 10.79 | 21.89 | 2.56 | 17.69 | 2.38 | 3.15 |
| Yield(%) | 0.00 | 11.62 | 8.53 | 6.39 | 4.33 | 2.89 | 2.17 | … | … | 2.54 | 7.61 | 8.64 | 5.25 | 2.90 | 3.47 | 3.40 | 2.25 |
Data as of 06/22/2023, Common starting date is 03/01/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PAOIX (PRESERVER ALTERNATIVE OPPORTUNITIES FUND INSTITUTIONAL SHARES) |
2.05%
Mar 2017 – Mar 2020 |
3.08%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PAOIX (PRESERVER ALTERNATIVE OPPORTUNITIES FUND INSTITUTIONAL SHARES) |
16.24%
Dec 2018 – Dec 2021 |
10.34%
Oct 2016 – Oct 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart