Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FLMIX (MUIRFIELD FUND INSTITUTIONAL CLASS) | 7.19% | 21.34% | 15.80% | 9.26% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 11/02/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FLMIX (MUIRFIELD FUND INSTITUTIONAL CLASS) | 11/02/2016 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.28 | 21.34 | 15.80 | 9.26 | NA | NA | NA | … | … | 7.19 | 15.65 | 17.02 | 13.70 | -11.00 | 20.66 | 4.67 | 14.00 | -3.17 | 20.60 | 5.92 |
| Sharpe Ratio | NA | 1.78 | 0.99 | 0.57 | NA | NA | NA | … | … | 1.30 | 0.83 | 1.01 | 1.02 | -1.13 | 1.64 | 0.21 | 1.23 | -0.35 | 2.91 | 5.04 |
| Standard Deviation(%) | NA | 12.25 | 13.60 | 12.49 | NA | NA | NA | … | … | 14.14 | 15.40 | 13.25 | 9.90 | 11.08 | 12.59 | 21.01 | 10.15 | 12.99 | 6.89 | 8.59 |
| Draw Down(%) | NA | 9.18 | 16.42 | 16.42 | NA | NA | NA | … | … | 9.18 | 16.00 | 9.37 | 9.12 | 15.62 | 5.10 | 24.33 | 6.41 | 11.38 | 3.03 | 1.59 |
| Yield(%) | 0.00 | 6.13 | 9.04 | 6.33 | 6.27 | 4.18 | 3.13 | … | … | 0.19 | 6.25 | 16.83 | 3.33 | 2.36 | 4.00 | 0.89 | 3.10 | 1.61 | 9.12 | 0.00 |
Data as of 06/10/2026, Common starting date is 11/02/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FLMIX (MUIRFIELD FUND INSTITUTIONAL CLASS) |
1.15%
Mar 2017 – Mar 2020 |
4.05%
Jan 2018 – Jan 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FLMIX (MUIRFIELD FUND INSTITUTIONAL CLASS) |
18.34%
May 2023 – May 2026 |
13.32%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart