Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SCLVX (SUMMIT GLOBAL INVESTMENTS SMALL CAP LOW VOLATILITY FUND CLASS I) | NA | 12.79% | 5.08% | 4.54% | NA | NA | NA | … | … |
Data as of 12/28/2023, Common starting date is 04/01/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SCLVX (SUMMIT GLOBAL INVESTMENTS SMALL CAP LOW VOLATILITY FUND CLASS I) | 04/01/2016 | 12/28/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.72 | 12.79 | 5.08 | 4.54 | NA | NA | NA | … | … | 12.29 | -11.96 | 17.48 | -11.64 | 21.30 | -9.86 | 8.71 | 21.46 |
| Sharpe Ratio | NA | 0.58 | 0.21 | 0.15 | NA | NA | NA | … | … | 0.55 | -0.73 | 1.33 | -0.35 | 1.70 | -0.77 | 0.79 | 2.40 |
| Standard Deviation(%) | NA | 14.75 | 15.57 | 19.94 | NA | NA | NA | … | … | 14.73 | 18.44 | 13.14 | 33.48 | 11.70 | 14.49 | 10.27 | 12.16 |
| Draw Down(%) | NA | 11.55 | 18.17 | 38.97 | NA | NA | NA | … | … | 11.55 | 18.17 | 7.95 | 38.97 | 7.27 | 24.86 | 4.86 | 4.81 |
| Yield(%) | 0.00 | 1.52 | 0.63 | 0.82 | 2.21 | 1.48 | 1.11 | … | … | 1.51 | 0.27 | 0.00 | 0.20 | 1.88 | 4.82 | 9.61 | 0.49 |
Data as of 12/28/2023, Common starting date is 04/01/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCLVX (SUMMIT GLOBAL INVESTMENTS SMALL CAP LOW VOLATILITY FUND CLASS I) |
-5.92%
Mar 2017 – Mar 2020 |
-2.58%
Sep 2018 – Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCLVX (SUMMIT GLOBAL INVESTMENTS SMALL CAP LOW VOLATILITY FUND CLASS I) |
10.07%
Mar 2020 – Mar 2023 |
5.86%
May 2016 – May 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart