Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
SACMX (Satuit Capital US Emerging Companies Fun) NA -58.36% -16.82% NA NA NA NA
Data as of 06/18/2019, Common starting date is 07/06/2015
More Performance Analytics Comparison
Name Start Date End Date
SACMX (Satuit Capital US Emerging Companies Fun) 07/06/2015 06/18/2019
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2019 2018 2017 2016 2015
Annualized Return (%) -43.58 -58.36 -16.82 NA NA NA NA -0.44 -46.96 10.34 8.20 -14.95
Sharpe Ratio NA -1.76 0.01 NA NA NA NA -8.38 -1.05 0.68 0.41 -1.47
Standard Deviation(%) NA 15.79 16.08 NA NA NA NA 0.31 45.86 14.32 19.24 19.01
Draw Down(%) NA 30.76 30.76 NA NA NA NA 0.44 51.72 7.05 19.32 19.04
Yield(%) 0.00 25.47 11.73 7.27 3.64 2.42 1.82 0.00 27.38 0.00 0.00 12.31
Data as of 06/18/2019, Common starting date is 07/06/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SACMX (Satuit Capital US Emerging Companies Fun) -1.32%
Dec 2015 – Dec 2018
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
SACMX (Satuit Capital US Emerging Companies Fun) 7.84%
Sep 2015 – Sep 2018
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return