Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NFMAX (NEWFOUND MULTI-ASSET INCOME FUND NEWFOUND MULTI-ASSET INCOME FUND CLASS A) | NA | -2.31% | -0.77% | 2.35% | NA | NA | NA | … | … |
Data as of 12/16/2014, Common starting date is 05/10/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NFMAX (NEWFOUND MULTI-ASSET INCOME FUND NEWFOUND MULTI-ASSET INCOME FUND CLASS A) | 05/10/2005 | 12/16/2014 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2014 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.01 | -2.31 | -0.77 | 2.35 | NA | NA | NA | … | … | 18.78 | -6.39 | 34.36 | -56.29 | 22.34 | 7.17 | 16.18 |
| Sharpe Ratio | NA | 0.49 | 0.15 | 0.08 | NA | NA | NA | … | … | 0.11 | -0.39 | 0.97 | -1.07 | 0.79 | 0.17 | 1.28 |
| Standard Deviation(%) | NA | 38.61 | 38.61 | 28.62 | NA | NA | NA | … | … | 38.61 | 24.45 | 35.25 | 53.46 | 24.55 | 22.22 | 18.51 |
| Draw Down(%) | NA | 3.18 | 3.18 | 17.93 | NA | NA | NA | … | … | 3.18 | 17.93 | 31.82 | 65.97 | 16.43 | 22.61 | 10.71 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.61 | 0.40 | 0.30 | … | … | 0.00 | 0.00 | 0.00 | 0.03 | 4.86 | 0.00 | 0.00 |
Data as of 12/16/2014, Common starting date is 05/10/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NFMAX (NEWFOUND MULTI-ASSET INCOME FUND NEWFOUND MULTI-ASSET INCOME FUND CLASS A) |
-25.62%
Mar 2006 – Mar 2009 |
-5.73%
Aug 2005 – Aug 2010 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NFMAX (NEWFOUND MULTI-ASSET INCOME FUND NEWFOUND MULTI-ASSET INCOME FUND CLASS A) |
8.42%
Jun 2005 – Jun 2008 |
-1.81%
Oct 2009 – Oct 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart