Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PBXIX (Rational/Pier 88 Convertible Securities Fund Institutional Shares) | 8.67% | 12.25% | 8.60% | 3.40% | 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 |
|---|---|---|
| PBXIX (Rational/Pier 88 Convertible Securities Fund Institutional 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 (%) | 1.04 | 12.25 | 8.60 | 3.40 | NA | NA | NA | … | … | 8.67 | 2.12 | 8.23 | 3.29 | -10.82 | 10.23 | 17.02 | 2.11 |
| Sharpe Ratio | NA | 1.30 | 0.71 | 0.07 | NA | NA | NA | … | … | 2.40 | -0.09 | 0.70 | -0.05 | -1.03 | 1.02 | 0.81 | 10.49 |
| Standard Deviation(%) | NA | 6.92 | 7.46 | 8.61 | NA | NA | NA | … | … | 7.61 | 8.86 | 6.63 | 6.88 | 11.99 | 10.04 | 20.55 | 3.90 |
| Draw Down(%) | NA | 5.16 | 10.71 | 15.57 | NA | NA | NA | … | … | 5.16 | 9.88 | 4.36 | 6.90 | 15.14 | 5.50 | 24.03 | 0.39 |
| Yield(%) | 0.00 | 5.73 | 3.60 | 3.76 | 2.50 | 1.67 | 1.25 | … | … | 2.62 | 3.43 | 2.28 | 2.26 | 1.96 | 7.83 | 2.04 | 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 |
|---|---|---|---|---|
| PBXIX (Rational/Pier 88 Convertible Securities Fund Institutional Shares) |
-0.97%
Apr 2021 – Apr 2024 |
1.56%
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 |
|---|---|---|---|---|
| PBXIX (Rational/Pier 88 Convertible Securities Fund Institutional Shares) |
9.36%
Mar 2020 – Mar 2023 |
7.79%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart