Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KGROX (Kennedy Capital Small Cap Growth Fund Institutional Class) | 21.18% | 34.84% | 18.59% | NA | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 04/27/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KGROX (Kennedy Capital Small Cap Growth Fund Institutional Class) | 04/27/2022 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.08 | 34.84 | 18.59 | NA | NA | NA | NA | … | … | 21.18 | 8.61 | 15.69 | 16.53 | -4.89 |
| Sharpe Ratio | NA | 1.37 | 0.63 | NA | NA | NA | NA | … | … | 1.99 | 0.21 | 0.55 | 0.59 | -0.27 |
| Standard Deviation(%) | NA | 23.48 | 24.45 | NA | NA | NA | NA | … | … | 27.09 | 27.05 | 21.98 | 21.89 | 33.47 |
| Draw Down(%) | NA | 15.16 | 29.62 | NA | NA | NA | NA | … | … | 15.16 | 28.91 | 11.56 | 23.06 | 18.94 |
| Yield(%) | 0.00 | 6.17 | 3.02 | 2.00 | 1.00 | 0.67 | 0.50 | … | … | 0.00 | 6.03 | 1.02 | 0.46 | 0.93 |
Data as of 06/05/2026, Common starting date is 04/27/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KGROX (Kennedy Capital Small Cap Growth Fund Institutional Class) |
8.78%
May 2022 – May 2025 |
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 |
|---|---|---|---|---|
| KGROX (Kennedy Capital Small Cap Growth Fund Institutional Class) |
20.24%
May 2023 – May 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart