Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TERIX (ALL TERRAIN OPPORTUNITY FUND INSTITUTIONAL CLASS) | NA | 2.90% | 1.48% | 1.04% | NA | NA | NA | … | … |
Data as of 06/26/2023, Common starting date is 12/01/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TERIX (ALL TERRAIN OPPORTUNITY FUND INSTITUTIONAL CLASS) | 12/01/2014 | 06/26/2023 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.08 | 2.90 | 1.48 | 1.04 | NA | NA | NA | … | … | 2.42 | -5.99 | -1.07 | 1.44 | 1.42 | -3.45 | 4.77 | 1.59 | -4.85 | -0.47 |
| Sharpe Ratio | NA | -0.10 | 0.05 | 0.13 | NA | NA | NA | … | … | 0.11 | -1.28 | -0.17 | 0.15 | 0.00 | -0.31 | 3.42 | 0.43 | -1.06 | -0.95 |
| Standard Deviation(%) | NA | 5.08 | 5.44 | 5.86 | NA | NA | NA | … | … | 4.68 | 5.80 | 6.57 | 7.87 | 3.77 | 12.41 | 1.89 | 3.17 | 4.62 | 5.86 |
| Draw Down(%) | NA | 3.80 | 7.64 | 8.79 | NA | NA | NA | … | … | 2.32 | 7.51 | 5.80 | 8.54 | 3.15 | 8.24 | 1.06 | 1.84 | 5.79 | 1.65 |
| Yield(%) | 0.00 | 0.00 | 2.61 | 2.87 | 1.98 | 1.32 | 0.99 | … | … | 0.00 | 0.00 | 5.41 | 2.50 | 2.26 | 4.77 | 0.99 | 1.22 | 2.04 | 0.57 |
Data as of 06/26/2023, Common starting date is 12/01/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TERIX (ALL TERRAIN OPPORTUNITY FUND INSTITUTIONAL CLASS) |
-0.06%
Jun 2019 – Jun 2022 |
2.06%
May 2018 – May 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TERIX (ALL TERRAIN OPPORTUNITY FUND INSTITUTIONAL CLASS) |
5.70%
Nov 2017 – Nov 2020 |
4.44%
Aug 2016 – Aug 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart