Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UTRIX (TOTAL RETURN STRATEGY FUND TOTAL RETURN STRATEGY FUND INSTITUTIONAL SHARES) | NA | -7.46% | -0.69% | -1.49% | NA | NA | NA | … | … |
Data as of 09/21/2018, Common starting date is 07/23/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UTRIX (TOTAL RETURN STRATEGY FUND TOTAL RETURN STRATEGY FUND INSTITUTIONAL SHARES) | 07/23/2013 | 09/21/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -7.46 | -0.69 | -1.49 | NA | NA | NA | … | … | -7.46 | 6.92 | 1.91 | -11.43 | 2.63 | 1.10 |
| Sharpe Ratio | NA | -1.21 | -0.12 | -0.20 | NA | NA | NA | … | … | -1.56 | 0.75 | 0.13 | -1.28 | 0.39 | 0.31 |
| Standard Deviation(%) | NA | 7.07 | 10.20 | 9.28 | NA | NA | NA | … | … | 7.30 | 8.39 | 13.50 | 8.98 | 6.73 | 7.85 |
| Draw Down(%) | NA | 9.89 | 17.21 | 17.96 | NA | NA | NA | … | … | 9.89 | 5.63 | 17.21 | 13.43 | 7.13 | 3.94 |
| Yield(%) | 0.00 | 0.67 | 0.64 | 0.80 | 0.40 | 0.27 | 0.20 | … | … | 0.67 | 0.22 | 0.73 | 0.86 | 1.20 | 0.42 |
Data as of 09/21/2018, Common starting date is 07/23/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UTRIX (TOTAL RETURN STRATEGY FUND TOTAL RETURN STRATEGY FUND INSTITUTIONAL SHARES) |
-3.59%
Jun 2014 – Jun 2017 |
-0.97%
Aug 2013 – Aug 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UTRIX (TOTAL RETURN STRATEGY FUND TOTAL RETURN STRATEGY FUND INSTITUTIONAL SHARES) |
2.15%
Aug 2013 – Aug 2016 |
-0.97%
Aug 2013 – Aug 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart