Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SAFFX (HEDEKER STRATEGIC APPRECIATION FUND INSTITUTIONAL SHARES) | NA | -9.20% | -1.33% | NA | NA | NA | NA | … | … |
Data as of 12/10/2020, Common starting date is 12/29/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SAFFX (HEDEKER STRATEGIC APPRECIATION FUND INSTITUTIONAL SHARES) | 12/29/2016 | 12/10/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -11.32 | -9.20 | -1.33 | NA | NA | NA | NA | … | … | -10.32 | 12.07 | -4.68 | 1.84 | -0.08 |
| Sharpe Ratio | NA | -0.53 | -0.19 | NA | NA | NA | NA | … | … | -0.60 | 1.73 | -0.80 | 0.39 | NA |
| Standard Deviation(%) | NA | 18.05 | 11.84 | NA | NA | NA | NA | … | … | 18.56 | 6.16 | 7.48 | 3.12 | 0.00 |
| Draw Down(%) | NA | 22.42 | 22.42 | NA | NA | NA | NA | … | … | 22.42 | 4.84 | 12.41 | 3.38 | 0.08 |
| Yield(%) | 0.00 | 4.21 | 3.81 | 2.35 | 1.17 | 0.78 | 0.59 | … | … | 2.99 | 3.57 | 2.59 | 2.88 | 0.00 |
Data as of 12/10/2020, Common starting date is 12/29/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SAFFX (HEDEKER STRATEGIC APPRECIATION FUND INSTITUTIONAL SHARES) |
-3.30%
Mar 2017 – Mar 2020 |
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 |
|---|---|---|---|---|
| SAFFX (HEDEKER STRATEGIC APPRECIATION FUND INSTITUTIONAL SHARES) |
2.73%
Nov 2017 – Nov 2020 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart