Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| YWBLX (YORKTOWN MID-CAP FUND CLASS L) | NA | -12.61% | -4.24% | 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 |
|---|---|---|
| YWBLX (YORKTOWN MID-CAP FUND CLASS L) | 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 | -12.61 | -4.24 | NA | NA | NA | NA | … | … | 9.73 | -32.23 | 6.26 | 5.67 |
| Sharpe Ratio | NA | -0.75 | -0.34 | NA | NA | NA | NA | … | … | 0.60 | -1.65 | 0.51 | 0.71 |
| Standard Deviation(%) | NA | 18.80 | 15.54 | NA | NA | NA | NA | … | … | 16.43 | 20.37 | 11.01 | 12.30 |
| Draw Down(%) | NA | 24.77 | 35.82 | NA | NA | NA | NA | … | … | 14.29 | 39.95 | 9.70 | 6.45 |
| Yield(%) | 0.00 | 5.92 | 2.57 | 1.56 | 0.78 | 0.52 | 0.39 | … | … | 0.00 | 5.34 | 1.77 | 0.01 |
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 |
|---|---|---|---|---|
| YWBLX (YORKTOWN MID-CAP FUND CLASS L) |
-6.28%
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 |
|---|---|---|---|---|
| YWBLX (YORKTOWN MID-CAP FUND CLASS L) |
-4.05%
Oct 2016 – Oct 2019 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart