Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TNFAX (1290 CONVERTIBLE SECURITIES FUND CLASS A) | NA | 7.40% | 8.21% | 11.45% | NA | NA | NA | … | … |
Data as of 01/28/2021, Common starting date is 07/07/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TNFAX (1290 CONVERTIBLE SECURITIES FUND CLASS A) | 07/07/2015 | 01/28/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 7.40 | 8.21 | 11.45 | NA | NA | NA | … | … | 0.00 | 9.95 | 19.93 | -4.86 | 13.43 | 6.07 | -5.11 |
| Sharpe Ratio | NA | 0.38 | 0.49 | 0.87 | NA | NA | NA | … | … | 0.00 | 0.51 | 1.28 | -0.48 | 1.80 | 0.61 | -0.86 |
| Standard Deviation(%) | NA | 18.84 | 14.43 | 12.30 | NA | NA | NA | … | … | NA | 18.95 | 14.46 | 12.89 | 7.14 | 9.54 | 11.78 |
| Draw Down(%) | NA | 24.83 | 24.83 | 24.83 | NA | NA | NA | … | … | 0.00 | 24.83 | 8.26 | 15.96 | 3.84 | 10.06 | 10.36 |
| Yield(%) | 0.00 | 21.16 | 11.15 | 9.95 | 4.41 | 2.94 | 2.20 | … | … | 0.00 | 21.47 | 6.54 | 5.75 | 3.84 | 2.48 | 0.91 |
Data as of 01/28/2021, Common starting date is 07/07/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TNFAX (1290 CONVERTIBLE SECURITIES FUND CLASS A) |
3.61%
Mar 2017 – Mar 2020 |
9.40%
Aug 2015 – Aug 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TNFAX (1290 CONVERTIBLE SECURITIES FUND CLASS A) |
11.18%
Feb 2016 – Feb 2019 |
10.29%
Sep 2015 – Sep 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart