Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UNWIX (WORLD PRECIOUS MINERALS FUND INSTITUTIONAL CLASS SHARES) | NA | -4.90% | -20.14% | -2.71% | NA | NA | NA | … | … |
Data as of 10/25/2019, Common starting date is 03/05/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UNWIX (WORLD PRECIOUS MINERALS FUND INSTITUTIONAL CLASS SHARES) | 03/05/2010 | 10/25/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -4.90 | -20.14 | -2.71 | NA | NA | NA | … | … | -1.11 | -31.20 | -3.72 | 75.96 | -15.06 | -16.43 | -51.07 | -10.76 | -32.28 | 41.97 |
| Sharpe Ratio | NA | -0.40 | -1.00 | -0.14 | NA | NA | NA | … | … | -0.19 | -1.54 | -0.21 | 2.09 | -0.53 | -0.54 | -1.51 | -0.43 | -1.01 | 2.02 |
| Standard Deviation(%) | NA | 16.10 | 21.12 | 26.69 | NA | NA | NA | … | … | 15.03 | 21.17 | 21.27 | 36.04 | 28.26 | 30.41 | 33.86 | 25.37 | 32.08 | 25.96 |
| Draw Down(%) | NA | 18.42 | 52.86 | 59.61 | NA | NA | NA | … | … | 18.42 | 38.93 | 30.87 | 39.52 | 30.24 | 42.58 | 54.51 | 32.69 | 36.97 | 15.34 |
| Yield(%) | 0.00 | 14.64 | 7.70 | 8.59 | 4.24 | 2.83 | 2.12 | … | … | 0.00 | 10.35 | 21.45 | 1.10 | 8.33 | 0.00 | 0.00 | 0.00 | 9.80 | 17.35 |
Data as of 10/25/2019, 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 |
|---|---|---|---|---|
| UNWIX (WORLD PRECIOUS MINERALS FUND INSTITUTIONAL CLASS SHARES) |
-33.38%
Dec 2010 – Dec 2013 |
-26.96%
Nov 2010 – Nov 2015 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UNWIX (WORLD PRECIOUS MINERALS FUND INSTITUTIONAL CLASS SHARES) |
14.44%
Sep 2013 – Sep 2016 |
-1.43%
Jun 2013 – Jun 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart