Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EKOCX (EVEN KEEL OPPORTUNITIES MANAGED RISK FUND EVEN KEEL OPPORTUNITIES MANAGED RISK FUND CLASS C SHARES) | NA | 14.73% | -4.16% | 8.16% | 10.12% | 12.00% | 9.66% | … | … |
Data as of 08/01/2024, Common starting date is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EKOCX (EVEN KEEL OPPORTUNITIES MANAGED RISK FUND EVEN KEEL OPPORTUNITIES MANAGED RISK FUND CLASS C SHARES) | 06/21/1996 | 08/01/2024 |
| 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 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.20 | 14.73 | -4.16 | 8.16 | 10.12 | 12.00 | 9.66 | … | … | 6.52 | 32.19 | -37.88 | 13.37 | 41.89 | 35.66 | -0.69 | 33.38 | -0.58 | 0.01 | 2.88 | 37.85 | 19.20 | -6.38 | 18.08 | 41.40 | -28.26 | 10.62 | 4.39 | 2.59 | 5.60 | 38.01 | -27.27 | -16.23 | -14.13 | 43.30 | 26.18 | 23.49 | 8.47 |
| Sharpe Ratio | NA | 0.69 | -0.28 | 0.25 | 0.42 | NA | NA | … | … | 0.48 | 1.69 | -1.14 | 0.71 | 1.17 | 2.28 | -0.10 | 3.70 | -0.05 | 0.00 | 0.18 | 2.83 | 1.21 | -0.22 | 0.87 | 1.61 | -0.76 | 0.48 | 0.09 | 0.03 | 0.30 | 1.96 | -1.11 | -0.76 | -0.54 | 1.88 | 0.98 | 1.11 | 0.90 |
| Standard Deviation(%) | NA | 15.70 | 24.25 | 25.84 | 21.45 | NA | NA | … | … | 16.23 | 16.68 | 34.51 | 18.72 | 35.52 | 15.00 | 20.95 | 8.89 | 15.31 | 16.91 | 15.82 | 13.37 | 15.99 | 29.66 | 20.62 | 25.61 | 38.32 | 15.86 | 12.65 | 12.94 | 15.47 | 19.09 | 25.65 | 24.72 | 33.59 | 21.37 | 23.30 | 17.84 | 14.59 |
| Draw Down(%) | NA | 10.73 | 44.53 | 44.53 | 44.53 | NA | NA | … | … | 8.78 | 12.50 | 40.81 | 11.59 | 32.87 | 8.28 | 22.65 | 3.52 | 16.80 | 14.95 | 10.83 | 6.57 | 12.41 | 26.24 | 16.70 | 20.90 | 41.10 | 9.35 | 15.39 | 10.34 | 17.56 | 10.83 | 32.22 | 32.82 | 36.42 | 11.08 | 25.83 | 12.58 | 11.64 |
| Yield(%) | 0.00 | 41.65 | 16.86 | 18.32 | 14.10 | 18.51 | 16.03 | … | … | 32.24 | 13.59 | 11.29 | 23.41 | 12.59 | 11.22 | 17.20 | 22.66 | 3.72 | 11.09 | 16.13 | 16.53 | 4.69 | 0.00 | 0.00 | 0.11 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 5.25 | 4.42 | 13.02 | 16.01 | 1.98 |
Data as of 08/01/2024, Common starting date is 06/21/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EKOCX (EVEN KEEL OPPORTUNITIES MANAGED RISK FUND EVEN KEEL OPPORTUNITIES MANAGED RISK FUND CLASS C SHARES) |
-24.48%
Mar 2000 – Mar 2003 |
-9.70%
Mar 2000 – Mar 2005 |
-3.44%
Aug 2000 – Aug 2010 |
2.23%
Sep 2000 – Sep 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EKOCX (EVEN KEEL OPPORTUNITIES MANAGED RISK FUND EVEN KEEL OPPORTUNITIES MANAGED RISK FUND CLASS C SHARES) |
41.91%
Mar 1997 – Mar 2000 |
24.93%
Oct 2016 – Oct 2021 |
17.87%
Sep 2011 – Sep 2021 |
14.40%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart