Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PBXCX (Rational/Pier 88 Convertible Securities Fund Class C Shares) | 8.30% | 11.14% | 7.42% | 2.31% | NA | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 12/09/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PBXCX (Rational/Pier 88 Convertible Securities Fund Class C Shares) | 12/09/2019 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.05 | 11.14 | 7.42 | 2.31 | NA | NA | NA | … | … | 8.30 | 1.02 | 7.18 | 1.92 | -11.63 | 9.13 | 16.26 | 2.11 |
| Sharpe Ratio | NA | 1.15 | 0.55 | -0.06 | NA | NA | NA | … | … | 2.26 | -0.21 | 0.54 | -0.25 | -1.09 | 0.91 | 0.78 | 10.49 |
| Standard Deviation(%) | NA | 6.90 | 7.44 | 8.60 | NA | NA | NA | … | … | 7.62 | 8.78 | 6.65 | 6.91 | 11.98 | 9.99 | 20.51 | 3.90 |
| Draw Down(%) | NA | 5.35 | 10.94 | 17.06 | NA | NA | NA | … | … | 5.35 | 9.94 | 4.41 | 7.82 | 15.77 | 5.52 | 24.03 | 0.39 |
| Yield(%) | 0.00 | 4.77 | 2.53 | 2.89 | 1.91 | 1.27 | 0.96 | … | … | 2.41 | 2.45 | 1.21 | 1.32 | 1.13 | 7.01 | 1.61 | 0.00 |
Data as of 06/03/2026, Common starting date is 12/09/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PBXCX (Rational/Pier 88 Convertible Securities Fund Class C Shares) |
-2.05%
Apr 2021 – Apr 2024 |
0.48%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PBXCX (Rational/Pier 88 Convertible Securities Fund Class C Shares) |
8.34%
Mar 2020 – Mar 2023 |
6.69%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart