Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TRFAX (PATRIOT FUND PATRIOT FUND CLASS A SHARES) | NA | -62.94% | -25.29% | -11.90% | NA | NA | NA | … | … |
Data as of 12/08/2020, Common starting date is 03/05/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TRFAX (PATRIOT FUND PATRIOT FUND CLASS A SHARES) | 03/05/2012 | 12/08/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -62.94 | -25.29 | -11.90 | NA | NA | NA | … | … | -63.75 | 23.52 | -7.47 | 17.79 | 9.30 | 3.90 | 14.39 | 27.70 | 3.50 |
| Sharpe Ratio | NA | -0.56 | -0.39 | -0.24 | NA | NA | NA | … | … | -0.57 | 1.70 | -0.55 | 2.67 | 0.72 | 0.27 | 1.24 | 2.61 | 0.33 |
| Standard Deviation(%) | NA | 113.22 | 66.64 | 52.00 | NA | NA | NA | … | … | 116.97 | 13.03 | 15.88 | 6.46 | 12.61 | 14.53 | 11.61 | 10.58 | 12.71 |
| Draw Down(%) | NA | 66.51 | 66.51 | 66.51 | NA | NA | NA | … | … | 66.51 | 6.94 | 19.21 | 2.70 | 9.60 | 10.58 | 8.11 | 4.94 | 9.54 |
| Yield(%) | 0.00 | 14.36 | 8.77 | 7.38 | 6.34 | 4.22 | 3.17 | … | … | 0.00 | 17.33 | 10.35 | 2.24 | 2.48 | 2.80 | 6.26 | 0.34 | 0.00 |
Data as of 12/08/2020, Common starting date is 03/05/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRFAX (PATRIOT FUND PATRIOT FUND CLASS A SHARES) |
-25.21%
Nov 2017 – Nov 2020 |
-11.97%
Nov 2015 – Nov 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRFAX (PATRIOT FUND PATRIOT FUND CLASS A SHARES) |
18.06%
May 2012 – May 2015 |
14.34%
Dec 2012 – Dec 2017 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart