Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SLATX (STRATEGIC LATIN AMERICA FUND CLASS A) | NA | -19.96% | -12.07% | -6.04% | NA | NA | NA | … | … |
Data as of 02/29/2016, Common starting date is 05/14/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SLATX (STRATEGIC LATIN AMERICA FUND CLASS A) | 05/14/2010 | 02/29/2016 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.25 | -19.96 | -12.07 | -6.04 | NA | NA | NA | … | … | -4.98 | -18.05 | -1.58 | -16.72 | 14.50 | -15.90 | 2.40 |
| Sharpe Ratio | NA | -1.60 | -1.25 | -0.69 | NA | NA | NA | … | … | -1.29 | -1.62 | -0.21 | -1.60 | 1.31 | -0.79 | 0.37 |
| Standard Deviation(%) | NA | 13.22 | 11.03 | 13.48 | NA | NA | NA | … | … | 22.00 | 11.13 | 7.61 | 10.46 | 11.14 | 20.06 | 10.13 |
| Draw Down(%) | NA | 25.81 | 40.50 | 42.91 | NA | NA | NA | … | … | 10.71 | 19.65 | 9.39 | 19.18 | 10.97 | 25.36 | 5.45 |
| Yield(%) | 0.00 | 0.76 | 2.45 | 3.76 | 1.70 | 1.09 | 0.76 | … | … | 0.00 | 0.75 | 0.28 | 4.00 | 7.13 | 4.13 | 0.00 |
Data as of 02/29/2016, Common starting date is 05/14/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SLATX (STRATEGIC LATIN AMERICA FUND CLASS A) |
-13.02%
Jan 2013 – Jan 2016 |
-6.28%
Jan 2011 – Jan 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SLATX (STRATEGIC LATIN AMERICA FUND CLASS A) |
7.68%
Sep 2011 – Sep 2014 |
-1.65%
Jun 2010 – Jun 2015 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart