Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MARNX (CONVERGENCE CORE PLUS FUND CONVERGENCE CORE PLUS FUND – INSTITUTIONAL CLASS) | NA | 13.80% | 8.65% | 8.69% | 10.88% | NA | NA | … | … |
Data as of 02/22/2022, Common starting date is 01/04/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MARNX (CONVERGENCE CORE PLUS FUND CONVERGENCE CORE PLUS FUND – INSTITUTIONAL CLASS) | 01/04/2010 | 02/22/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.78 | 13.80 | 8.65 | 8.69 | 10.88 | NA | NA | … | … | -4.32 | 11.83 | -6.87 | 15.03 | -1.92 | 17.79 | 12.39 | -0.04 | 10.79 | 31.28 | 20.81 | 3.83 | 20.40 |
| Sharpe Ratio | NA | -0.17 | 0.09 | 0.22 | 0.51 | NA | NA | … | … | -1.77 | 0.47 | -0.26 | 1.27 | -0.19 | 1.90 | 0.83 | 0.00 | 0.86 | 2.76 | 1.60 | 0.15 | 0.97 |
| Standard Deviation(%) | NA | 24.93 | 22.26 | 19.31 | 16.72 | NA | NA | … | … | 15.44 | 25.38 | 26.75 | 10.70 | 16.96 | 9.05 | 14.57 | 16.32 | 12.54 | 11.32 | 13.11 | 24.96 | 21.09 |
| Draw Down(%) | NA | 19.23 | 28.52 | 28.52 | 28.52 | NA | NA | … | … | 4.87 | 19.23 | 28.52 | 5.20 | 18.63 | 4.49 | 11.80 | 11.68 | 10.14 | 5.26 | 11.26 | 22.73 | 19.10 |
| Yield(%) | 0.00 | 18.01 | 13.70 | 11.87 | 11.86 | 10.76 | 8.07 | … | … | 0.00 | 20.30 | 0.28 | 27.09 | 4.58 | 14.59 | 4.82 | 6.64 | 5.10 | 5.52 | 5.09 | 0.30 | 7.25 |
Data as of 02/22/2022, Common starting date is 01/04/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MARNX (CONVERGENCE CORE PLUS FUND CONVERGENCE CORE PLUS FUND – INSTITUTIONAL CLASS) |
0.69%
Jan 2018 – Jan 2021 |
3.87%
Mar 2015 – Mar 2020 |
9.58%
Mar 2010 – Mar 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MARNX (CONVERGENCE CORE PLUS FUND CONVERGENCE CORE PLUS FUND – INSTITUTIONAL CLASS) |
23.71%
Sep 2011 – Sep 2014 |
18.09%
Jun 2010 – Jun 2015 |
12.96%
Sep 2011 – Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart