Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TNFRX (1290 CONVERTIBLE SECURITIES FUND CLASS R) | NA | 7.17% | 7.94% | 11.20% | 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 |
|---|---|---|
| TNFRX (1290 CONVERTIBLE SECURITIES FUND CLASS R) | 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 | 7.17 | 7.94 | 11.20 | NA | NA | NA | … | … | 0.00 | 9.72 | 19.43 | -5.10 | 13.16 | 5.81 | -5.22 |
| Sharpe Ratio | NA | 0.37 | 0.47 | 0.85 | NA | NA | NA | … | … | 0.00 | 0.50 | 1.26 | -0.50 | 1.76 | 0.58 | -0.89 |
| Standard Deviation(%) | NA | 18.80 | 14.43 | 12.31 | NA | NA | NA | … | … | NA | 18.92 | 14.28 | 12.92 | 7.16 | 9.60 | 11.73 |
| Draw Down(%) | NA | 24.85 | 24.85 | 24.85 | NA | NA | NA | … | … | 0.00 | 24.85 | 8.25 | 16.03 | 3.86 | 10.19 | 10.39 |
| Yield(%) | 0.00 | 21.06 | 10.96 | 9.71 | 4.29 | 2.86 | 2.14 | … | … | 0.00 | 21.37 | 6.32 | 5.50 | 3.58 | 2.23 | 0.79 |
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 |
|---|---|---|---|---|
| TNFRX (1290 CONVERTIBLE SECURITIES FUND CLASS R) |
3.34%
Mar 2017 – Mar 2020 |
9.12%
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 |
|---|---|---|---|---|
| TNFRX (1290 CONVERTIBLE SECURITIES FUND CLASS R) |
10.87%
Feb 2016 – Feb 2019 |
10.01%
Sep 2015 – Sep 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart