Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RTFIX (RATIONAL INCOME OPPORTUNITIES FUND INSTITUTIONAL CLASS) | NA | 1.71% | NA | NA | NA | NA | NA | … | … |
Data as of 08/20/2019, Common starting date is 04/24/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RTFIX (RATIONAL INCOME OPPORTUNITIES FUND INSTITUTIONAL CLASS) | 04/24/2018 | 08/20/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 1.71 | NA | NA | NA | NA | NA | … | … | 1.37 | 0.50 |
| Sharpe Ratio | NA | 0.07 | NA | NA | NA | NA | NA | … | … | 0.26 | -0.36 |
| Standard Deviation(%) | NA | 2.17 | NA | NA | NA | NA | NA | … | … | 2.27 | 2.00 |
| Draw Down(%) | NA | 1.81 | NA | NA | NA | NA | NA | … | … | 1.81 | 1.96 |
| Yield(%) | 0.00 | 3.06 | 1.13 | 0.68 | 0.34 | 0.23 | 0.17 | … | … | 1.17 | 2.21 |
Data as of 08/20/2019, Common starting date is 04/24/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RTFIX (RATIONAL INCOME OPPORTUNITIES FUND INSTITUTIONAL CLASS) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RTFIX (RATIONAL INCOME OPPORTUNITIES FUND INSTITUTIONAL CLASS) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart