Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| YWBAX (YORKTOWN MID-CAP FUND CLASS A) | NA | -12.10% | -3.61% | NA | NA | NA | NA | … | … |
Data as of 11/08/2019, Common starting date is 05/11/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| YWBAX (YORKTOWN MID-CAP FUND CLASS A) | 05/11/2016 | 11/08/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -12.10 | -3.61 | NA | NA | NA | NA | … | … | 9.95 | -31.64 | 6.81 | 6.18 |
| Sharpe Ratio | NA | -0.74 | -0.31 | NA | NA | NA | NA | … | … | 0.62 | -1.63 | 0.56 | 0.77 |
| Standard Deviation(%) | NA | 18.75 | 15.50 | NA | NA | NA | NA | … | … | 16.37 | 20.25 | 11.07 | 12.27 |
| Draw Down(%) | NA | 24.74 | 35.37 | NA | NA | NA | NA | … | … | 14.32 | 39.46 | 9.55 | 6.54 |
| Yield(%) | 0.00 | 6.08 | 2.65 | 1.62 | 0.81 | 0.54 | 0.40 | … | … | 0.34 | 5.28 | 1.76 | 0.02 |
Data as of 11/08/2019, Common starting date is 05/11/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| YWBAX (YORKTOWN MID-CAP FUND CLASS A) |
-5.66%
Aug 2016 – Aug 2019 |
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 |
|---|---|---|---|---|
| YWBAX (YORKTOWN MID-CAP FUND CLASS A) |
-3.42%
Oct 2016 – Oct 2019 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart