Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NFDAX (NEWFOUND RISK MANAGED U.S. SECTORS FUND NEWFOUND RISK MANAGED U.S. SECTORS FUND CLASS A SHARES) | NA | 0.31% | 2.02% | 4.73% | NA | NA | NA | … | … |
Data as of 10/15/2020, Common starting date is 06/03/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NFDAX (NEWFOUND RISK MANAGED U.S. SECTORS FUND NEWFOUND RISK MANAGED U.S. SECTORS FUND CLASS A SHARES) | 06/03/2015 | 10/15/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.26 | 0.31 | 2.02 | 4.73 | NA | NA | NA | … | … | -6.07 | 15.96 | -7.13 | 16.92 | 6.05 | -8.65 |
| Sharpe Ratio | NA | -0.01 | 0.06 | 0.30 | NA | NA | NA | … | … | -0.35 | 1.46 | -0.60 | 2.49 | 0.55 | -1.04 |
| Standard Deviation(%) | NA | 19.92 | 15.23 | 13.15 | NA | NA | NA | … | … | 22.22 | 9.93 | 14.15 | 6.57 | 10.51 | 13.81 |
| Draw Down(%) | NA | 22.64 | 22.64 | 22.64 | NA | NA | NA | … | … | 22.64 | 6.22 | 14.37 | 2.88 | 7.89 | 12.36 |
| Yield(%) | 0.00 | 0.48 | 2.35 | 2.14 | 0.98 | 0.66 | 0.49 | … | … | 0.29 | 0.64 | 5.72 | 0.64 | 2.01 | 0.15 |
Data as of 10/15/2020, Common starting date is 06/03/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NFDAX (NEWFOUND RISK MANAGED U.S. SECTORS FUND NEWFOUND RISK MANAGED U.S. SECTORS FUND CLASS A SHARES) |
0.19%
Jun 2017 – Jun 2020 |
2.03%
Jul 2015 – Jul 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NFDAX (NEWFOUND RISK MANAGED U.S. SECTORS FUND NEWFOUND RISK MANAGED U.S. SECTORS FUND CLASS A SHARES) |
8.88%
Oct 2016 – Oct 2019 |
4.60%
Aug 2015 – Aug 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart