Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TOWFX (Towpath Focus Fund Institutional Share Class) | 5.99% | 22.47% | 19.19% | 11.20% | NA | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 01/02/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TOWFX (Towpath Focus Fund Institutional Share Class) | 01/02/2020 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.22 | 22.47 | 19.19 | 11.20 | NA | NA | NA | … | … | 5.99 | 22.31 | 14.61 | 12.33 | -2.05 | 26.53 | 18.75 |
| Sharpe Ratio | NA | 2.44 | 1.64 | 0.72 | NA | NA | NA | … | … | 1.64 | 1.62 | 1.33 | 0.82 | -0.19 | 2.04 | 0.54 |
| Standard Deviation(%) | NA | 8.96 | 10.13 | 12.55 | NA | NA | NA | … | … | 9.86 | 12.20 | 8.24 | 10.72 | 18.28 | 13.00 | 34.08 |
| Draw Down(%) | NA | 4.72 | 11.11 | 16.44 | NA | NA | NA | … | … | 4.72 | 11.11 | 4.02 | 8.94 | 16.44 | 5.92 | 31.10 |
| Yield(%) | 0.00 | 2.07 | 3.05 | 3.19 | 2.85 | 1.90 | 1.42 | … | … | 0.00 | 2.21 | 3.03 | 3.07 | 1.96 | 6.87 | 6.62 |
Data as of 06/03/2026, Common starting date 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 |
11.59%
May 2021 – May 2026 |
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