Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EPUSX (EP Strategic US Equity A) | NA | -5.69% | NA | NA | NA | NA | NA | … | … |
Data as of 01/20/2015, Common starting date is 03/05/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EPUSX (EP Strategic US Equity A) | 03/05/2012 | 01/20/2015 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -5.69 | NA | NA | NA | NA | NA | … | … | -0.80 | -3.41 | 8.36 | 1.79 |
| Sharpe Ratio | NA | -0.48 | NA | NA | NA | NA | NA | … | … | -3.75 | -0.32 | 0.83 | 0.22 |
| Standard Deviation(%) | NA | 10.63 | NA | NA | NA | NA | NA | … | … | 4.16 | 10.65 | 10.02 | 9.58 |
| Draw Down(%) | NA | 12.77 | NA | NA | NA | NA | NA | … | … | 0.96 | 11.92 | 6.51 | 6.97 |
| Yield(%) | 0.00 | 38.25 | 14.89 | 8.93 | 4.47 | 2.98 | 2.23 | … | … | 0.00 | 39.00 | 2.19 | 0.78 |
Data as of 01/20/2015, Common starting date is 03/05/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EPUSX (EP Strategic US Equity A) |
0.00%
NA |
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 |
|---|---|---|---|---|
| EPUSX (EP Strategic US Equity A) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart