Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SMLVX (SUMMIT GLOBAL INVESTMENTS SMALL CAP LOW VOLATILITY FUND CLASS C) | NA | 10.34% | 4.45% | 3.45% | NA | NA | NA | … | … |
Data as of 12/29/2023, Common starting date is 04/01/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SMLVX (SUMMIT GLOBAL INVESTMENTS SMALL CAP LOW VOLATILITY FUND CLASS C) | 04/01/2016 | 12/29/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.02 | 10.34 | 4.45 | 3.45 | NA | NA | NA | … | … | 11.27 | -12.36 | 16.30 | -12.52 | 19.43 | -10.73 | 7.67 | 20.60 |
| Sharpe Ratio | NA | 0.41 | 0.17 | 0.10 | NA | NA | NA | … | … | 0.48 | -0.75 | 1.23 | -0.38 | 1.56 | -0.83 | 0.69 | 2.30 |
| Standard Deviation(%) | NA | 14.71 | 15.55 | 19.92 | NA | NA | NA | … | … | 14.71 | 18.35 | 13.19 | 33.49 | 11.57 | 14.55 | 10.25 | 12.16 |
| Draw Down(%) | NA | 12.10 | 18.20 | 38.97 | NA | NA | NA | … | … | 12.10 | 18.20 | 7.94 | 38.97 | 7.33 | 25.06 | 4.97 | 4.92 |
| Yield(%) | 0.00 | 0.93 | 0.43 | 0.41 | 1.86 | 1.24 | 0.93 | … | … | 0.93 | 0.28 | 0.00 | 0.00 | 0.73 | 4.50 | 9.24 | 0.02 |
Data as of 12/29/2023, Common starting date is 04/01/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMLVX (SUMMIT GLOBAL INVESTMENTS SMALL CAP LOW VOLATILITY FUND CLASS C) |
-7.04%
Mar 2017 – Mar 2020 |
-3.56%
Sep 2018 – Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMLVX (SUMMIT GLOBAL INVESTMENTS SMALL CAP LOW VOLATILITY FUND CLASS C) |
9.22%
Mar 2020 – Mar 2023 |
4.67%
May 2016 – May 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart