Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MFHRX (MONTEAGLE FIXED INCOME FUND INSTITUTIONAL CLASS) | NA | 4.04% | 3.24% | 2.38% | 1.30% | 1.07% | 0.67% | … | … |
Data as of 12/14/2020, Common starting date is 12/30/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MFHRX (MONTEAGLE FIXED INCOME FUND INSTITUTIONAL CLASS) | 12/30/1999 | 12/14/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.04 | 3.24 | 2.38 | 1.30 | 1.07 | 0.67 | … | … | 3.70 | 6.05 | 0.12 | 0.96 | 1.16 | 0.73 | 1.98 | -4.57 | 0.66 | 2.01 | 2.32 | 1.68 | 0.20 | 1.92 | -1.00 | -4.48 | 0.29 | -6.36 | 3.71 | 2.67 | 6.26 | -0.04 |
| Sharpe Ratio | NA | 1.02 | 0.80 | 0.63 | 0.33 | NA | NA | … | … | 1.02 | 1.67 | -0.65 | 0.17 | 0.41 | 0.22 | 0.78 | -1.38 | 0.26 | 0.61 | 0.64 | 0.47 | -0.18 | -0.49 | -2.03 | -2.38 | -0.13 | -1.06 | 0.66 | 0.06 | 0.43 | NA |
| Standard Deviation(%) | NA | 3.49 | 2.79 | 2.55 | 2.77 | NA | NA | … | … | 3.55 | 2.78 | 1.86 | 1.92 | 2.35 | 3.16 | 2.52 | 3.34 | 2.37 | 3.23 | 3.50 | 3.38 | 3.98 | 2.25 | 2.13 | 2.79 | 5.24 | 6.68 | 3.96 | 5.83 | 5.16 | 0.00 |
| Draw Down(%) | NA | 5.75 | 5.75 | 5.75 | 6.28 | NA | NA | … | … | 5.75 | 1.68 | 2.07 | 1.38 | 3.26 | 2.21 | 1.23 | 5.67 | 1.76 | 1.67 | 3.71 | 1.53 | 5.25 | 1.80 | 2.99 | 4.66 | 5.69 | 8.89 | 2.39 | 4.92 | 5.28 | 0.04 |
| Yield(%) | 0.00 | 13.59 | 5.70 | 3.93 | 2.11 | 1.50 | 1.09 | … | … | 13.42 | 1.79 | 1.46 | 1.34 | 1.27 | 1.30 | 0.32 | 0.00 | 0.00 | 0.00 | 0.88 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.89 | 0.16 |
Data as of 12/14/2020, Common starting date is 12/30/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MFHRX (MONTEAGLE FIXED INCOME FUND INSTITUTIONAL CLASS) |
-4.86%
May 2003 – May 2006 |
-2.46%
May 2003 – May 2008 |
-0.84%
Jun 2003 – Jun 2013 |
-0.40%
May 2003 – May 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MFHRX (MONTEAGLE FIXED INCOME FUND INSTITUTIONAL CLASS) |
5.04%
May 2000 – May 2003 |
2.46%
Jun 2015 – Jun 2020 |
1.37%
Apr 2010 – Apr 2020 |
1.08%
Oct 2005 – Oct 2020 |
Annualized Rolling Returns Comparison Chart