Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TNFIX (1290 CONVERTIBLE SECURITIES FUND CLASS I) | NA | 7.57% | 8.44% | 11.70% | 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 |
|---|---|---|
| TNFIX (1290 CONVERTIBLE SECURITIES FUND CLASS I) | 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 | 7.57 | 8.44 | 11.70 | NA | NA | NA | … | … | 0.00 | 10.03 | 20.30 | -4.65 | 13.70 | 6.34 | -5.00 |
| Sharpe Ratio | NA | 0.39 | 0.50 | 0.89 | NA | NA | NA | … | … | 0.00 | 0.51 | 1.29 | -0.47 | 1.84 | 0.64 | -0.84 |
| Standard Deviation(%) | NA | 18.89 | 14.43 | 12.30 | NA | NA | NA | … | … | NA | 19.00 | 14.64 | 12.84 | 7.15 | 9.51 | 11.77 |
| Draw Down(%) | NA | 24.88 | 24.88 | 24.88 | NA | NA | NA | … | … | 0.00 | 24.88 | 8.30 | 15.96 | 3.82 | 10.04 | 10.33 |
| Yield(%) | 0.00 | 21.31 | 11.36 | 10.23 | 4.54 | 3.03 | 2.27 | … | … | 0.00 | 21.61 | 6.84 | 5.98 | 4.10 | 2.73 | 1.02 |
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 |
|---|---|---|---|---|
| TNFIX (1290 CONVERTIBLE SECURITIES FUND CLASS I) |
3.86%
Mar 2017 – Mar 2020 |
9.66%
Oct 2015 – Oct 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TNFIX (1290 CONVERTIBLE SECURITIES FUND CLASS I) |
11.45%
Feb 2016 – Feb 2019 |
10.56%
Sep 2015 – Sep 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart