Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| POPFX (PROSPECTOR OPPORTUNITY FUND NO CLASSES) | NA | 6.24% | 10.14% | 6.63% | 8.47% | 8.92% | NA | … | … |
Data as of 12/30/2025, Common starting date is 12/27/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| POPFX (PROSPECTOR OPPORTUNITY FUND NO CLASSES) | 12/27/2007 | 12/30/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.02 | 6.24 | 10.14 | 6.63 | 8.47 | 8.92 | NA | … | … | 5.97 | 12.97 | 11.62 | -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 | 0.23 | 0.52 | 0.27 | 0.42 | NA | NA | … | … | 0.21 | 0.80 | 0.64 | -0.53 | 0.70 | 0.10 | 2.31 | -0.45 | 1.19 | 1.68 | 0.09 | 0.75 | 2.67 | 1.27 | -0.01 | 1.08 | 1.07 | -0.70 | -24.69 |
| Standard Deviation(%) | NA | 14.82 | 13.09 | 15.79 | 16.67 | NA | NA | … | … | 14.85 | 11.64 | 12.63 | 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 | 12.97 | 16.16 | 23.36 | 35.85 | NA | NA | … | … | 12.97 | 8.03 | 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 | 41.97 | 18.88 | 11.80 | 12.55 | 10.59 | 9.25 | … | … | 42.08 | 5.19 | 0.67 | 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 12/30/2025, Common starting date 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 |
11.74%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart