Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RNWIX (RONDURE NEW WORLD FUND INSTITUTIONAL CLASS) | NA | -572,274.38% | nan% | nan% | NA | NA | NA | … | … |
Data as of 11/21/2024, Common starting date is 05/02/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RNWIX (RONDURE NEW WORLD FUND INSTITUTIONAL CLASS) | 05/02/2017 | 11/21/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -572,274.38 | nan | nan | NA | NA | NA | … | … | -552,896.32 | -2.52 | -14.89 | 3.91 | 17.76 | 18.72 | -13.37 | 13.08 |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | NA | … | … | NA | -0.62 | -1.11 | 0.32 | 0.77 | 2.04 | -1.27 | 2.50 |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | NA | … | … | NA | 11.03 | 14.67 | 11.98 | 22.65 | 8.50 | 11.61 | 7.81 |
| Draw Down(%) | NA | 529,165.17 | 453,330.97 | 439,881.05 | NA | NA | NA | … | … | 529,165.17 | 18.08 | 21.86 | 7.73 | 30.21 | 5.21 | 22.85 | 3.42 |
| Yield(%) | 0.00 | 103.18 | 27.47 | 20.58 | 11.77 | 7.85 | 5.88 | … | … | 100.66 | 0.22 | 0.59 | 0.47 | 0.46 | 0.96 | 0.79 | 0.28 |
Data as of 11/21/2024, Common starting date is 05/02/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RNWIX (RONDURE NEW WORLD FUND INSTITUTIONAL CLASS) |
-6.64%
May 2021 – May 2024 |
0.85%
Apr 2019 – Apr 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RNWIX (RONDURE NEW WORLD FUND INSTITUTIONAL CLASS) |
14.82%
Oct 2018 – Oct 2021 |
3.81%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart