Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TWNIX (NEW OPPORTUNITIES FUND INSTITUTIONAL CLASS) | NA | 8.25% | 6.68% | 10.63% | NA | NA | NA | … | … |
Data as of 10/20/2017, Common starting date is 03/05/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TWNIX (NEW OPPORTUNITIES FUND INSTITUTIONAL CLASS) | 03/05/2010 | 10/20/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -15.02 | 8.25 | 6.68 | 10.63 | NA | NA | NA | … | … | 2.89 | 7.52 | -0.37 | 5.70 | 38.53 | 14.73 | -4.06 | 23.56 |
| Sharpe Ratio | NA | 0.32 | 0.30 | 0.52 | NA | NA | NA | … | … | 0.13 | 0.40 | -0.02 | 0.34 | 2.56 | 0.82 | -0.12 | 1.17 |
| Standard Deviation(%) | NA | 24.30 | 21.15 | 20.18 | NA | NA | NA | … | … | 22.37 | 18.19 | 16.81 | 16.81 | 15.04 | 18.05 | 34.82 | 24.81 |
| Draw Down(%) | NA | 16.11 | 28.63 | 28.63 | NA | NA | NA | … | … | 16.11 | 18.79 | 15.39 | 13.60 | 6.14 | 14.50 | 31.44 | 17.85 |
| Yield(%) | 0.00 | 4.22 | 7.75 | 6.34 | 4.22 | 2.81 | 2.11 | … | … | 0.00 | 4.41 | 12.28 | 6.56 | 0.00 | 0.00 | 0.00 | 0.29 |
Data as of 10/20/2017, Common starting date is 03/05/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TWNIX (NEW OPPORTUNITIES FUND INSTITUTIONAL CLASS) |
3.50%
Oct 2013 – Oct 2016 |
5.84%
Feb 2011 – Feb 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TWNIX (NEW OPPORTUNITIES FUND INSTITUTIONAL CLASS) |
21.39%
Jul 2012 – Jul 2015 |
18.95%
Jun 2010 – Jun 2015 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart