Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TOWFX (Towpath Focus Fund Institutional Share Class) | 8.99% | 12.36% | 14.68% | 16.26% | NA | NA | NA | 15.61% |
Data as of 07/17/2025, AR inception is 01/02/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TOWFX (Towpath Focus Fund Institutional Share Class) | 01/02/2020 | 07/17/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.52 | 12.36 | 14.68 | 16.26 | NA | NA | NA | 15.61 | 8.99 | 14.61 | 12.33 | -2.05 | 26.53 | 18.75 |
| Sharpe Ratio | NA | 0.80 | 0.89 | 1.04 | NA | NA | NA | 0.64 | 1.00 | 1.33 | 0.82 | -0.19 | 2.04 | 0.54 |
| Standard Deviation(%) | NA | 12.35 | 12.35 | 14.03 | NA | NA | NA | 18.83 | 14.68 | 8.24 | 10.72 | 18.28 | 13.00 | 34.08 |
| Draw Down(%) | NA | 11.11 | 13.09 | 16.44 | NA | NA | NA | 31.10 | 11.11 | 4.02 | 8.94 | 16.44 | 5.92 | 31.10 |
| Yield(%) | 0.00 | 2.74 | 2.97 | 5.15 | 2.50 | 1.67 | 1.25 | 5.00 | 0.00 | 3.03 | 3.07 | 1.96 | 6.87 | 6.62 |
Data as of 07/17/2025, AR inception is 01/02/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TOWFX (Towpath Focus Fund Institutional Share Class) |
7.14%
Apr 2021 - Apr 2024 |
16.29%
Apr 2020 - Apr 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TOWFX (Towpath Focus Fund Institutional Share Class) |
22.15%
Mar 2020 - Mar 2023 |
19.71%
Mar 2020 - Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart