Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RNWOX (RONDURE NEW WORLD FUND INVESTOR CLASS) | NA | -218,638.54% | 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 |
|---|---|---|
| RNWOX (RONDURE NEW WORLD FUND INVESTOR 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 | -218,638.54 | nan | nan | NA | NA | NA | … | … | -211,109.38 | -2.67 | -15.09 | 3.59 | 17.45 | 18.46 | -13.63 | 12.92 |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | NA | … | … | NA | -0.63 | -1.12 | 0.30 | 0.76 | 2.00 | -1.29 | 2.47 |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | NA | … | … | NA | 11.10 | 14.75 | 11.96 | 22.59 | 8.52 | 11.63 | 7.81 |
| Draw Down(%) | NA | 202,525.95 | 172,224.30 | 167,091.61 | NA | NA | NA | … | … | 202,525.95 | 18.25 | 21.96 | 7.77 | 30.26 | 5.13 | 23.03 | 3.52 |
| Yield(%) | 0.00 | 102.96 | 27.25 | 20.31 | 11.55 | 7.70 | 5.77 | … | … | 100.47 | 0.00 | 0.45 | 0.28 | 0.31 | 0.78 | 0.63 | 0.12 |
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 |
|---|---|---|---|---|
| RNWOX (RONDURE NEW WORLD FUND INVESTOR CLASS) |
-6.84%
May 2021 – May 2024 |
0.61%
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 |
|---|---|---|---|---|
| RNWOX (RONDURE NEW WORLD FUND INVESTOR CLASS) |
14.57%
Oct 2018 – Oct 2021 |
3.56%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart