Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| INFEX (ADVISORY RESEARCH MLP & EQUITY FUND CLASS I) | NA | -17.08% | -4.47% | NA | NA | NA | NA | … | … |
Data as of 08/29/2019, Common starting date is 09/01/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| INFEX (ADVISORY RESEARCH MLP & EQUITY FUND CLASS I) | 09/01/2015 | 08/29/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -17.08 | -4.47 | NA | NA | NA | NA | … | … | 6.36 | -19.08 | -5.25 | 39.58 | -31.30 |
| Sharpe Ratio | NA | -0.96 | -0.31 | NA | NA | NA | NA | … | … | 0.51 | -1.00 | -0.39 | 1.14 | -1.62 |
| Standard Deviation(%) | NA | 19.38 | 17.89 | NA | NA | NA | NA | … | … | 16.13 | 20.47 | 15.25 | 34.32 | 41.76 |
| Draw Down(%) | NA | 25.38 | 28.85 | NA | NA | NA | NA | … | … | 13.38 | 28.01 | 15.48 | 27.42 | 38.40 |
| Yield(%) | 0.00 | 1.37 | 0.79 | 0.50 | 0.25 | 0.17 | 0.12 | … | … | 0.52 | 0.97 | 0.61 | 0.91 | 0.00 |
Data as of 08/29/2019, Common starting date is 09/01/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| INFEX (ADVISORY RESEARCH MLP & EQUITY FUND CLASS I) |
-2.56%
Oct 2015 – Oct 2018 |
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 |
|---|---|---|---|---|
| INFEX (ADVISORY RESEARCH MLP & EQUITY FUND CLASS I) |
10.92%
Feb 2016 – Feb 2019 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart