Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| POPFX (PROSPECTOR OPPORTUNITY FUND NO CLASSES) | 5.51% | 5.40% | 8.56% | 8.61% | 8.13% | 9.55% | NA | 8.60% |
Data as of 07/25/2025, AR inception is 12/27/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| POPFX (PROSPECTOR OPPORTUNITY FUND NO CLASSES) | 12/27/2007 | 07/25/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.00 | 5.40 | 8.56 | 8.61 | 8.13 | 9.55 | NA | 8.60 | 5.51 | 9.07 | 11.11 | -9.12 | 12.93 | 3.46 | 25.82 | -4.35 | 10.35 | 21.03 | 1.20 | 7.36 | 27.24 | 14.63 | -0.22 | 16.93 | 25.42 | -19.52 | -0.23 |
| Sharpe Ratio | NA | 0.01 | 0.41 | 0.39 | 0.38 | NA | NA | 0.42 | 0.30 | 0.20 | 0.55 | -0.53 | 0.70 | 0.10 | 2.32 | -0.45 | 1.19 | 1.69 | 0.10 | 0.75 | 2.67 | 1.27 | -0.01 | 1.08 | 1.07 | -0.69 | -24.69 |
| Standard Deviation(%) | NA | 16.32 | 14.90 | 16.55 | 16.85 | NA | NA | 17.46 | 17.82 | 12.28 | 12.68 | 19.92 | 18.37 | 32.24 | 10.53 | 12.71 | 8.18 | 12.36 | 12.31 | 9.76 | 10.20 | 11.60 | 21.26 | 15.65 | 23.57 | 29.37 | 1.12 |
| Draw Down(%) | NA | 19.06 | 19.06 | 23.36 | 35.85 | NA | NA | 38.47 | 12.97 | 11.20 | 10.12 | 18.22 | 13.62 | 35.85 | 5.26 | 16.34 | 5.03 | 8.10 | 8.50 | 5.44 | 5.54 | 8.40 | 18.19 | 12.05 | 22.84 | 35.91 | 0.23 |
| Yield(%) | 0.00 | 0.98 | 0.69 | 0.75 | 4.36 | 6.43 | 4.99 | 5.87 | 0.00 | 1.07 | 0.17 | 0.64 | 0.44 | 0.75 | 5.44 | 6.98 | 6.96 | 4.45 | 18.30 | 11.11 | 7.89 | 5.85 | 4.52 | 1.37 | 0.00 | 0.00 | 0.17 |
Data as of 07/25/2025, AR inception is 12/27/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| POPFX (PROSPECTOR OPPORTUNITY FUND NO CLASSES) |
0.35%
Mar 2017 - Mar 2020 |
3.97%
Mar 2015 - Mar 2020 |
6.86%
Oct 2013 - Oct 2023 |
7.57%
May 2008 - May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| POPFX (PROSPECTOR OPPORTUNITY FUND NO CLASSES) |
21.90%
Feb 2009 - Feb 2012 |
19.87%
Feb 2009 - Feb 2014 |
14.40%
Feb 2009 - Feb 2019 |
11.71%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart