Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
MDSHX (M.D. SASS SHORT TERM U.S. GOVERNMENT AGENCY INCOME FUND M.D. SASS SHORT TERM U.S. GOVERNMENT AGENCY INCOME FUND – RETAIL CLASS SHARES) NA 0.04% 0.03% 0.06% NA NA NA
Data as of 10/31/2017, Common starting date is 01/03/2012
More Performance Analytics Comparison
Name Start Date End Date
MDSHX (M.D. SASS SHORT TERM U.S. GOVERNMENT AGENCY INCOME FUND M.D. SASS SHORT TERM U.S. GOVERNMENT AGENCY INCOME FUND – RETAIL CLASS SHARES) 01/03/2012 10/31/2017
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2017 2016 2015 2014 2013 2012
Annualized Return (%) 0.00 0.04 0.03 0.06 NA NA NA 0.04 0.00 0.05 1.09 -0.54 1.22
Sharpe Ratio NA -13.88 -0.29 -0.09 NA NA NA -13.70 0.00 0.02 0.91 -0.41 1.05
Standard Deviation(%) NA 0.04 0.71 0.98 NA NA NA 0.04 NA 1.15 1.18 1.39 1.13
Draw Down(%) NA 0.00 0.73 1.51 NA NA NA 0.00 0.00 0.73 0.60 1.41 0.51
Yield(%) 0.00 0.00 0.63 0.81 0.49 0.33 0.25 0.00 0.00 1.48 1.49 0.86 1.12
Data as of 10/31/2017, Common starting date is 01/03/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MDSHX (M.D. SASS SHORT TERM U.S. GOVERNMENT AGENCY INCOME FUND M.D. SASS SHORT TERM U.S. GOVERNMENT AGENCY INCOME FUND – RETAIL CLASS SHARES) 0.03%
Jun 2014 – Jun 2017
0.06%
Aug 2012 – Aug 2017
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MDSHX (M.D. SASS SHORT TERM U.S. GOVERNMENT AGENCY INCOME FUND M.D. SASS SHORT TERM U.S. GOVERNMENT AGENCY INCOME FUND – RETAIL CLASS SHARES) 0.53%
Feb 2012 – Feb 2015
0.26%
Feb 2012 – Feb 2017
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return