Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NVXCX (NAVIGATOR SENTRY MANAGED VOLATILITY FUND NAVIGATOR SENTRY MANAGED VOLATILITY FUND CLASS C) | NA | -31.51% | -33.10% | -36.93% | NA | NA | NA | … | … |
Data as of 06/29/2021, Common starting date is 03/10/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NVXCX (NAVIGATOR SENTRY MANAGED VOLATILITY FUND NAVIGATOR SENTRY MANAGED VOLATILITY FUND CLASS C) | 03/10/2014 | 06/29/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -31.51 | -33.10 | -36.93 | NA | NA | NA | … | … | -1.96 | -45.16 | -53.27 | 23.60 | -55.28 | -34.66 | -27.21 | -25.05 |
| Sharpe Ratio | NA | -0.76 | -0.65 | -0.86 | NA | NA | NA | … | … | -0.11 | -0.81 | -0.94 | 0.54 | -2.74 | -1.09 | -0.71 | -1.25 |
| Standard Deviation(%) | NA | 41.36 | 52.32 | 43.94 | NA | NA | NA | … | … | 35.70 | 55.87 | 58.38 | 41.12 | 20.45 | 32.00 | 38.18 | 23.87 |
| Draw Down(%) | NA | 44.74 | 81.74 | 91.62 | NA | NA | NA | … | … | 17.65 | 64.03 | 55.50 | 24.18 | 55.56 | 44.91 | 36.82 | 31.00 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/29/2021, Common starting date is 03/10/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NVXCX (NAVIGATOR SENTRY MANAGED VOLATILITY FUND NAVIGATOR SENTRY MANAGED VOLATILITY FUND CLASS C) |
-44.22%
Jan 2015 – Jan 2018 |
-39.97%
Aug 2015 – Aug 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NVXCX (NAVIGATOR SENTRY MANAGED VOLATILITY FUND NAVIGATOR SENTRY MANAGED VOLATILITY FUND CLASS C) |
-25.99%
Oct 2017 – Oct 2020 |
-28.67%
May 2014 – May 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart