Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NPSVX (NORTHPOINTE SMALL CAP VALUE FUND INVESTOR SHARES) | NA | -2.95% | 2.46% | NA | NA | NA | NA | … | … |
Data as of 10/26/2018, Common starting date is 03/27/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NPSVX (NORTHPOINTE SMALL CAP VALUE FUND INVESTOR SHARES) | 03/27/2014 | 10/26/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -2.95 | 2.46 | NA | NA | NA | NA | … | … | -2.20 | -3.06 | 19.21 | -1.77 | -2.13 |
| Sharpe Ratio | NA | -0.31 | 0.11 | NA | NA | NA | NA | … | … | -0.28 | -0.27 | 0.95 | -0.10 | -0.16 |
| Standard Deviation(%) | NA | 13.53 | 16.52 | NA | NA | NA | NA | … | … | 13.81 | 13.59 | 19.93 | 18.08 | 17.03 |
| Draw Down(%) | NA | 9.47 | 24.85 | NA | NA | NA | NA | … | … | 9.47 | 11.20 | 17.86 | 14.50 | 16.32 |
| Yield(%) | 0.00 | 4.19 | 1.61 | 0.97 | 0.49 | 0.32 | 0.24 | … | … | 0.00 | 4.07 | 0.20 | 0.00 | 0.00 |
Data as of 10/26/2018, Common starting date is 03/27/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NPSVX (NORTHPOINTE SMALL CAP VALUE FUND INVESTOR SHARES) |
1.06%
Aug 2014 – Aug 2017 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NPSVX (NORTHPOINTE SMALL CAP VALUE FUND INVESTOR SHARES) |
5.98%
Sep 2014 – Sep 2017 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart