Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TRAGX (TREND AGGREGATION GROWTH FUND INSTITUTIONAL SHARES) | NA | -11.92% | NA | NA | NA | NA | NA | -5.92% |
Data as of 06/24/2020, AR inception is 05/29/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TRAGX (TREND AGGREGATION GROWTH FUND INSTITUTIONAL SHARES) | 05/29/2018 | 06/24/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -6.71 | -11.92 | NA | NA | NA | NA | NA | -5.92 | -10.71 | 4.69 | -10.50 |
| Sharpe Ratio | NA | -0.61 | NA | NA | NA | NA | NA | -0.39 | -0.74 | 0.34 | -1.13 |
| Standard Deviation(%) | NA | 20.93 | NA | NA | NA | NA | NA | 17.51 | 29.08 | 9.74 | 16.37 |
| Draw Down(%) | NA | 24.39 | NA | NA | NA | NA | NA | 25.65 | 23.94 | 8.78 | 17.97 |
| Yield(%) | 0.00 | 3.80 | 1.84 | 1.10 | 0.55 | 0.37 | 0.28 | 2.76 | 0.00 | 4.18 | 1.78 |
Data as of 06/24/2020, AR inception is 05/29/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRAGX (TREND AGGREGATION GROWTH FUND INSTITUTIONAL SHARES) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRAGX (TREND AGGREGATION GROWTH FUND INSTITUTIONAL SHARES) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart