Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| COGLX (Cognios Large Cap Value Fund Inv Class) | NA | 1,507,214.89% | 2,454.74% | 632.62% | NA | NA | NA | … | … |
Data as of 09/30/2024, Common starting date is 10/04/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| COGLX (Cognios Large Cap Value Fund Inv Class) | 10/04/2016 | 09/30/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1,187,287.56 | 1,507,214.89 | 2,454.74 | 632.62 | NA | NA | NA | … | … | -4.34 | 3.40 | 0.47 | 33.33 | 6.09 | 32.08 | -4.96 | 16.06 | 2.60 |
| Sharpe Ratio | NA | -0.07 | 0.09 | 0.23 | NA | NA | NA | … | … | -0.51 | -0.07 | -0.04 | 2.34 | 0.13 | 2.39 | -0.42 | 2.34 | 1.25 |
| Standard Deviation(%) | NA | 21.79 | 18.87 | 25.28 | NA | NA | NA | … | … | 24.04 | 12.48 | 20.43 | 14.23 | 44.25 | 12.84 | 15.02 | 6.64 | 8.69 |
| Draw Down(%) | NA | 18.68 | 18.68 | 44.92 | NA | NA | NA | … | … | 18.68 | 9.82 | 16.28 | 6.70 | 44.92 | 5.72 | 19.82 | 2.69 | 3.30 |
| Yield(%) | 82.98 | 105.34 | 38.81 | 28.13 | 17.58 | 11.72 | 8.79 | … | … | 94.54 | 0.13 | 1.17 | 4.59 | 10.98 | 9.43 | 18.21 | 19.05 | 0.00 |
Data as of 09/30/2024, Common starting date is 10/04/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| COGLX (Cognios Large Cap Value Fund Inv Class) |
-0.31%
Mar 2017 – Mar 2020 |
9.20%
Sep 2018 – Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| COGLX (Cognios Large Cap Value Fund Inv Class) |
25.51%
Mar 2020 – Mar 2023 |
15.56%
Dec 2016 – Dec 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart