Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PTAIX (Princeton Long/Short Treasury Fund Class) | NA | -0.13% | -7.33% | -4.40% | NA | NA | NA | … | … |
Data as of 10/24/2023, Common starting date is 02/28/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PTAIX (Princeton Long/Short Treasury Fund Class) | 02/28/2017 | 10/24/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -0.13 | -7.33 | -4.40 | NA | NA | NA | … | … | 2.40 | -16.11 | -4.69 | -0.53 | -2.75 | -5.83 | 3.94 |
| Sharpe Ratio | NA | -0.57 | -0.97 | -0.52 | NA | NA | NA | … | … | -0.18 | -1.70 | -0.52 | -0.04 | -0.56 | -1.19 | 0.73 |
| Standard Deviation(%) | NA | 7.22 | 8.90 | 11.07 | NA | NA | NA | … | … | 7.15 | 10.32 | 9.10 | 17.93 | 7.47 | 6.03 | 5.50 |
| Draw Down(%) | NA | 5.20 | 24.85 | 30.24 | NA | NA | NA | … | … | 4.86 | 17.66 | 9.71 | 16.94 | 7.44 | 8.91 | 4.27 |
| Yield(%) | 0.00 | 13.60 | 3.61 | 2.25 | 1.10 | 0.73 | 0.55 | … | … | 13.94 | 0.00 | 0.00 | 0.00 | 0.27 | 0.14 | 0.00 |
Data as of 10/24/2023, Common starting date is 02/28/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PTAIX (Princeton Long/Short Treasury Fund Class) |
-9.96%
Feb 2020 – Feb 2023 |
-6.29%
Jan 2018 – Jan 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PTAIX (Princeton Long/Short Treasury Fund Class) |
0.50%
Jul 2017 – Jul 2020 |
-2.58%
Mar 2017 – Mar 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart