Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SATMX (SATUIT CAPITAL U.S. EMERGING COMPANIES FUND CLASS A SHARES) | NA | -25.83% | 1.33% | -2.69% | 7.15% | 5.44% | NA | 8.61% |
Data as of 06/18/2019, AR inception is 01/02/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SATMX (SATUIT CAPITAL U.S. EMERGING COMPANIES FUND CLASS A SHARES) | 01/02/2003 | 06/18/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -25.83 | 1.33 | -2.69 | 7.15 | 5.44 | NA | 8.61 | -0.36 | -18.89 | 11.17 | 9.00 | -10.80 | -6.82 | 39.51 | 11.87 | -5.95 | 30.83 | 50.03 | -37.92 | 5.65 | 13.45 | 14.20 | 19.76 | 57.00 |
| Sharpe Ratio | NA | -1.73 | 0.05 | -0.20 | 0.34 | NA | NA | 0.36 | -7.76 | -1.03 | 0.74 | 0.46 | -0.65 | -0.42 | 2.91 | 0.71 | -0.18 | 1.23 | 1.58 | -1.16 | 0.15 | 0.68 | 0.97 | 1.19 | 3.58 |
| Standard Deviation(%) | NA | 15.79 | 16.11 | 16.62 | 19.94 | NA | NA | 20.60 | 0.31 | 19.63 | 14.36 | 19.24 | 16.54 | 16.43 | 13.56 | 16.77 | 32.75 | 24.96 | 31.70 | 33.53 | 17.09 | 14.91 | 12.45 | 15.74 | 15.82 |
| Draw Down(%) | NA | 30.55 | 30.55 | 33.56 | 33.64 | NA | NA | 57.82 | 0.36 | 30.55 | 6.96 | 19.24 | 19.96 | 18.78 | 7.09 | 14.01 | 30.19 | 20.17 | 28.55 | 52.34 | 11.74 | 17.36 | 12.34 | 12.80 | 9.52 |
| Yield(%) | 0.00 | 24.90 | 11.64 | 8.48 | 11.97 | 8.82 | 11.20 | 14.00 | 0.00 | 26.86 | 0.00 | 0.00 | 12.97 | 6.81 | 16.46 | 9.07 | 0.00 | 0.00 | 0.00 | 0.00 | 4.75 | 0.00 | 9.86 | 4.33 | 0.00 |
Data as of 06/18/2019, AR inception is 01/02/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SATMX (SATUIT CAPITAL U.S. EMERGING COMPANIES FUND CLASS A SHARES) |
-18.38%
Feb 2006 - Feb 2009 |
-4.30%
Feb 2004 - Feb 2009 |
3.43%
Feb 2006 - Feb 2016 |
5.56%
Mar 2004 - Mar 2019 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SATMX (SATUIT CAPITAL U.S. EMERGING COMPANIES FUND CLASS A SHARES) |
37.77%
Mar 2003 - Mar 2006 |
28.60%
Feb 2009 - Feb 2014 |
14.43%
Mar 2003 - Mar 2013 |
11.07%
Mar 2003 - Mar 2018 |
Annualized Rolling Returns Comparison Chart