Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LVSMX (SUMMIT GLOBAL INVESTMENTS SMALL CAP LOW VOLATILITY FUND RETAIL CLASS) | NA | 11.08% | 5.03% | 4.11% | NA | NA | NA | … | … |
Data as of 12/29/2023, Common starting date is 04/01/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LVSMX (SUMMIT GLOBAL INVESTMENTS SMALL CAP LOW VOLATILITY FUND RETAIL CLASS) | 04/01/2016 | 12/29/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.05 | 11.08 | 5.03 | 4.11 | NA | NA | NA | … | … | 11.98 | -12.18 | 17.16 | -11.80 | 20.37 | -10.10 | 8.54 | 21.31 |
| Sharpe Ratio | NA | 0.46 | 0.20 | 0.14 | NA | NA | NA | … | … | 0.53 | -0.74 | 1.30 | -0.36 | 1.63 | -0.79 | 0.77 | 2.38 |
| Standard Deviation(%) | NA | 14.78 | 15.55 | 19.92 | NA | NA | NA | … | … | 14.79 | 18.32 | 13.17 | 33.47 | 11.61 | 14.45 | 10.28 | 12.19 |
| Draw Down(%) | NA | 11.74 | 18.27 | 38.96 | NA | NA | NA | … | … | 11.74 | 18.27 | 7.89 | 38.96 | 7.20 | 24.89 | 4.86 | 4.81 |
| Yield(%) | 0.00 | 1.19 | 0.52 | 0.57 | 2.03 | 1.35 | 1.02 | … | … | 1.19 | 0.27 | 0.00 | 0.14 | 1.08 | 4.74 | 9.36 | 0.34 |
Data as of 12/29/2023, Common starting date is 04/01/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LVSMX (SUMMIT GLOBAL INVESTMENTS SMALL CAP LOW VOLATILITY FUND RETAIL CLASS) |
-6.32%
Mar 2017 – Mar 2020 |
-2.92%
Sep 2018 – Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LVSMX (SUMMIT GLOBAL INVESTMENTS SMALL CAP LOW VOLATILITY FUND RETAIL CLASS) |
9.81%
Mar 2020 – Mar 2023 |
5.49%
May 2016 – May 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart