Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KVALX (Kennedy Capital Small Cap Value Fund Institutional Class Shares) | 16.35% | 28.72% | 18.64% | 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 |
|---|---|---|
| KVALX (Kennedy Capital Small Cap Value Fund Institutional Class Shares) | 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 (%) | 0.00 | 28.72 | 18.64 | NA | NA | NA | NA | … | … | 16.35 | 6.44 | 13.58 | 16.56 | -0.33 |
| Sharpe Ratio | NA | 1.45 | 0.74 | NA | NA | NA | NA | … | … | 2.20 | 0.16 | 0.49 | 0.63 | -0.10 |
| Standard Deviation(%) | NA | 17.99 | 20.68 | NA | NA | NA | NA | … | … | 18.12 | 22.82 | 20.30 | 20.55 | 25.67 |
| Draw Down(%) | NA | 10.86 | 24.58 | NA | NA | NA | NA | … | … | 10.86 | 21.56 | 9.84 | 16.39 | 16.48 |
| Yield(%) | 0.00 | 3.92 | 4.65 | 2.95 | 1.48 | 0.98 | 0.74 | … | … | 0.00 | 3.79 | 6.18 | 2.00 | 1.30 |
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 |
|---|---|---|---|---|
| KVALX (Kennedy Capital Small Cap Value Fund Institutional Class Shares) |
6.99%
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 |
|---|---|---|---|---|
| KVALX (Kennedy Capital Small Cap Value Fund Institutional Class Shares) |
20.15%
May 2023 – May 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart