Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SPABX (SILVERPEPPER MERGER ARBITRAGE FUND ADVISOR CLASS) | NA | 5.54% | 4.10% | 2.19% | 2.80% | NA | NA | … | … |
Data as of 11/06/2023, Common starting date is 11/01/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SPABX (SILVERPEPPER MERGER ARBITRAGE FUND ADVISOR CLASS) | 11/01/2013 | 11/06/2023 |
| 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 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.78 | 5.54 | 4.10 | 2.19 | 2.80 | NA | NA | … | … | 4.96 | 2.21 | 5.04 | -5.93 | 1.39 | -1.73 | 0.64 | 3.50 | 5.28 | -0.59 | 1.00 |
| Sharpe Ratio | NA | 0.48 | 0.86 | 0.11 | 0.33 | NA | NA | … | … | 0.48 | 0.34 | 1.66 | -0.38 | -5.74 | -7.05 | -9.72 | -12.28 | -2.73 | -4.26 | -8.50 |
| Standard Deviation(%) | NA | 3.05 | 2.80 | 7.59 | 5.77 | NA | NA | … | … | 3.15 | 2.43 | 3.01 | 16.07 | 3.81 | 3.31 | 1.92 | 2.48 | 4.85 | 4.49 | 2.85 |
| Draw Down(%) | NA | 2.86 | 2.86 | 17.67 | 17.67 | NA | NA | … | … | 2.86 | 1.47 | 1.31 | 17.67 | 3.63 | 3.94 | 1.08 | 1.21 | 2.68 | 3.29 | 0.59 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 1.08 | 1.34 | 0.90 | 0.67 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 3.54 | 1.92 | 0.94 | 0.63 | 2.93 | 2.83 | 0.00 |
Data as of 11/06/2023, Common starting date is 11/01/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SPABX (SILVERPEPPER MERGER ARBITRAGE FUND ADVISOR CLASS) |
-0.72%
Mar 2017 – Mar 2020 |
0.55%
Feb 2016 – Feb 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SPABX (SILVERPEPPER MERGER ARBITRAGE FUND ADVISOR CLASS) |
5.49%
Apr 2014 – Apr 2017 |
3.87%
Apr 2014 – Apr 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart