Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TORZX (TOREADOR CORE FUND INSTITUTIONAL CLASS) | NA | 23.36% | 6.32% | 11.73% | 12.86% | NA | NA | 13.18% |
Data as of 08/23/2021, AR inception is 09/02/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TORZX (TOREADOR CORE FUND INSTITUTIONAL CLASS) | 09/02/2009 | 08/23/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.04 | 23.36 | 6.32 | 11.73 | 12.86 | NA | NA | 13.18 | 18.92 | -2.70 | 15.99 | -10.41 | 25.66 | 12.81 | -3.10 | 13.77 | 38.31 | 16.33 | -4.52 | 14.31 | 12.23 |
| Sharpe Ratio | NA | 1.28 | 0.21 | 0.50 | 0.62 | NA | NA | 0.60 | 2.05 | -0.07 | 1.53 | -0.66 | 2.50 | 0.70 | -0.19 | 0.99 | 2.84 | 0.92 | -0.18 | 0.85 | 2.72 |
| Standard Deviation(%) | NA | 19.52 | 26.58 | 22.10 | 19.96 | NA | NA | 19.68 | 15.20 | 40.09 | 14.91 | 17.89 | 10.06 | 17.82 | 16.43 | 13.82 | 13.48 | 17.81 | 24.88 | 16.74 | 15.43 |
| Draw Down(%) | NA | 10.25 | 42.58 | 42.58 | 42.58 | NA | NA | 42.58 | 5.36 | 40.45 | 7.58 | 21.34 | 3.88 | 17.25 | 14.28 | 10.60 | 6.21 | 17.56 | 21.74 | 15.00 | 5.21 |
| Yield(%) | 0.00 | 0.00 | 6.87 | 7.51 | 9.15 | 7.11 | 5.33 | 9.70 | 0.00 | 0.00 | 0.00 | 21.73 | 3.71 | 6.75 | 2.12 | 8.14 | 10.98 | 4.73 | 0.46 | 0.70 | 0.00 |
Data as of 08/23/2021, AR inception is 09/02/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TORZX (TOREADOR CORE FUND INSTITUTIONAL CLASS) |
-3.30%
Mar 2017 - Mar 2020 |
1.10%
Mar 2015 - Mar 2020 |
7.56%
Mar 2010 - Mar 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TORZX (TOREADOR CORE FUND INSTITUTIONAL CLASS) |
24.42%
Sep 2011 - Sep 2014 |
17.77%
Nov 2012 - Nov 2017 |
12.27%
Oct 2009 - Oct 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart