Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CRUPX (CEDAR RIDGE UNCONSTRAINED CREDIT FUND INVESTOR CLASS) | NA | 2.93% | 2.99% | 2.61% | NA | NA | NA | … | … |
Data as of 06/26/2019, Common starting date is 12/16/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CRUPX (CEDAR RIDGE UNCONSTRAINED CREDIT FUND INVESTOR CLASS) | 12/16/2013 | 06/26/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.09 | 2.93 | 2.99 | 2.61 | NA | NA | NA | … | … | 4.31 | 2.26 | 3.06 | 4.03 | -1.21 | 11.45 | -0.60 |
| Sharpe Ratio | NA | 0.51 | 0.73 | 0.75 | NA | NA | NA | … | … | 3.90 | 0.28 | 0.94 | 1.61 | -0.43 | 3.90 | -4.67 |
| Standard Deviation(%) | NA | 2.70 | 2.75 | 2.68 | NA | NA | NA | … | … | 1.92 | 3.32 | 2.58 | 2.36 | 2.90 | 2.93 | 3.02 |
| Draw Down(%) | NA | 4.54 | 4.54 | 6.77 | NA | NA | NA | … | … | 0.65 | 4.35 | 3.51 | 3.64 | 6.77 | 2.76 | 0.60 |
| Yield(%) | 0.00 | 4.50 | 3.70 | 3.07 | 1.69 | 1.13 | 0.85 | … | … | 2.39 | 2.64 | 3.72 | 3.43 | 2.16 | 1.68 | 0.00 |
Data as of 06/26/2019, Common starting date is 12/16/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CRUPX (CEDAR RIDGE UNCONSTRAINED CREDIT FUND INVESTOR CLASS) |
1.48%
Jan 2015 – Jan 2018 |
2.62%
May 2014 – May 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CRUPX (CEDAR RIDGE UNCONSTRAINED CREDIT FUND INVESTOR CLASS) |
5.69%
Aug 2015 – Aug 2018 |
3.49%
Jan 2014 – Jan 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart