Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SEMIX (SEMPER SHORT DURATION FUND INSTITUTIONAL CLASS) | 1.66% | 5.60% | 7.38% | 4.92% | 3.55% | 2.98% | NA | … | … |
Data as of 06/03/2026, Common starting date is 12/07/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SEMIX (SEMPER SHORT DURATION FUND INSTITUTIONAL CLASS) | 12/07/2010 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.60 | 7.38 | 4.92 | 3.55 | 2.98 | NA | … | … | 1.66 | 6.85 | 8.49 | 8.93 | -1.56 | 2.05 | -0.95 | 3.59 | 2.16 | 3.02 | 2.41 | 0.70 | 2.74 | -0.15 | 3.81 | 4.21 | 0.30 |
| Sharpe Ratio | NA | 1.89 | 2.21 | 1.31 | 0.80 | NA | NA | … | … | 0.96 | 2.10 | 2.42 | 2.48 | -1.74 | 2.52 | -0.20 | 1.90 | 0.80 | 2.46 | 1.31 | 0.41 | 2.38 | -0.12 | 3.69 | 2.43 | 3.47 |
| Standard Deviation(%) | NA | 1.85 | 1.98 | 1.84 | 2.40 | NA | NA | … | … | 1.68 | 1.89 | 2.01 | 2.15 | 1.72 | 0.80 | 5.91 | 1.11 | 0.97 | 0.97 | 1.67 | 1.64 | 1.14 | 1.51 | 1.03 | 1.72 | 1.28 |
| Draw Down(%) | NA | 0.52 | 0.52 | 4.03 | 13.19 | NA | NA | … | … | 0.52 | 0.52 | 0.42 | 0.97 | 3.99 | 0.24 | 13.19 | 0.20 | 0.30 | 0.10 | 0.91 | 0.88 | 0.39 | 2.31 | 0.20 | 0.69 | 0.10 |
| Yield(%) | 0.00 | 5.45 | 6.24 | 4.93 | 3.74 | 3.23 | 2.51 | … | … | 1.86 | 6.22 | 6.50 | 6.46 | 3.20 | 1.83 | 2.12 | 3.14 | 2.74 | 2.48 | 3.28 | 2.78 | 3.01 | 1.50 | 1.82 | 2.89 | 0.00 |
Data as of 06/03/2026, Common starting date is 12/07/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SEMIX (SEMPER SHORT DURATION FUND INSTITUTIONAL CLASS) |
-0.97%
Mar 2017 – Mar 2020 |
0.21%
Mar 2015 – Mar 2020 |
1.20%
Oct 2012 – Oct 2022 |
2.99%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SEMIX (SEMPER SHORT DURATION FUND INSTITUTIONAL CLASS) |
8.51%
Oct 2022 – Oct 2025 |
5.92%
Mar 2020 – Mar 2025 |
3.57%
Feb 2016 – Feb 2026 |
3.04%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison Chart