Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ROCKX (ROCKEFELLER EQUITY ALLOCATION FUND ROCKEFELLER EQUITY ALLOCATION FUND – INSTITUTIONAL CLASS SHARES) | NA | -16.55% | 3.38% | 3.41% | NA | NA | NA | … | … |
Data as of 09/16/2022, Common starting date is 02/09/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ROCKX (ROCKEFELLER EQUITY ALLOCATION FUND ROCKEFELLER EQUITY ALLOCATION FUND – INSTITUTIONAL CLASS SHARES) | 02/09/2015 | 09/16/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -16.55 | 3.38 | 3.41 | NA | NA | NA | … | … | -15.99 | -6.93 | 8.51 | 20.15 | -14.77 | 25.28 | 5.20 | -1.06 |
| Sharpe Ratio | NA | -0.89 | 0.14 | 0.14 | NA | NA | NA | … | … | -1.09 | -0.34 | 0.28 | 1.54 | -0.99 | 3.43 | 0.35 | -0.09 |
| Standard Deviation(%) | NA | 19.30 | 21.33 | 18.64 | NA | NA | NA | … | … | 20.93 | 20.69 | 29.48 | 12.28 | 16.25 | 7.22 | 14.16 | 14.01 |
| Draw Down(%) | NA | 24.61 | 32.13 | 32.13 | NA | NA | NA | … | … | 23.69 | 16.95 | 32.13 | 8.06 | 21.09 | 2.25 | 11.86 | 13.96 |
| Yield(%) | 0.00 | 36.34 | 17.58 | 12.00 | 7.47 | 4.98 | 3.73 | … | … | 25.43 | 16.69 | 4.50 | 3.82 | 5.28 | 2.93 | 0.97 | 0.56 |
Data as of 09/16/2022, Common starting date is 02/09/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ROCKX (ROCKEFELLER EQUITY ALLOCATION FUND ROCKEFELLER EQUITY ALLOCATION FUND – INSTITUTIONAL CLASS SHARES) |
-0.54%
Mar 2017 – Mar 2020 |
1.43%
Mar 2015 – Mar 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ROCKX (ROCKEFELLER EQUITY ALLOCATION FUND ROCKEFELLER EQUITY ALLOCATION FUND – INSTITUTIONAL CLASS SHARES) |
13.93%
Dec 2018 – Dec 2021 |
12.05%
Jun 2016 – Jun 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart