Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SEMRX (SEMPER SHORT DURATION FUND INVESTOR CLASS) | 2.05% | 5.84% | 7.32% | 4.73% | 3.34% | 2.77% | NA | … | … |
Data as of 06/10/2026, Common starting date is 12/07/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SEMRX (SEMPER SHORT DURATION FUND INVESTOR CLASS) | 12/07/2010 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.10 | 5.84 | 7.32 | 4.73 | 3.34 | 2.77 | NA | … | … | 2.05 | 6.48 | 8.21 | 8.77 | -1.82 | 1.79 | -1.20 | 3.43 | 1.89 | 2.74 | 2.14 | 0.66 | 2.48 | -0.31 | 3.56 | 3.87 | 0.30 |
| Sharpe Ratio | NA | 1.71 | 2.05 | 1.24 | 0.72 | NA | NA | … | … | 1.45 | 1.82 | 2.28 | 2.62 | -1.99 | 2.36 | -0.25 | 2.09 | 0.56 | 2.95 | 1.21 | 0.40 | 2.18 | -0.24 | 3.29 | 2.41 | 3.47 |
| Standard Deviation(%) | NA | 1.87 | 1.96 | 1.81 | 2.35 | NA | NA | … | … | 1.79 | 1.98 | 2.01 | 1.97 | 1.64 | 0.75 | 5.84 | 0.93 | 0.91 | 0.71 | 1.59 | 1.58 | 1.13 | 1.45 | 1.08 | 1.60 | 1.28 |
| Draw Down(%) | NA | 0.52 | 0.63 | 4.19 | 13.09 | NA | NA | … | … | 0.52 | 0.63 | 0.42 | 0.97 | 4.05 | 0.28 | 13.09 | 0.20 | 0.25 | 0.10 | 0.81 | 0.79 | 0.39 | 2.31 | 0.20 | 0.69 | 0.10 |
| Yield(%) | 0.00 | 5.68 | 6.16 | 4.77 | 3.53 | 3.03 | 2.36 | … | … | 2.23 | 5.96 | 6.24 | 6.20 | 2.94 | 1.58 | 1.83 | 2.88 | 2.48 | 2.21 | 3.02 | 2.73 | 2.76 | 1.33 | 1.58 | 2.65 | 0.00 |
Data as of 06/10/2026, Common starting date is 12/07/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SEMRX (SEMPER SHORT DURATION FUND INVESTOR CLASS) |
-1.20%
Mar 2017 – Mar 2020 |
0.04%
Mar 2015 – Mar 2020 |
0.97%
Oct 2012 – Oct 2022 |
2.77%
Jan 2011 – Jan 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SEMRX (SEMPER SHORT DURATION FUND INVESTOR CLASS) |
8.27%
Oct 2022 – Oct 2025 |
5.67%
Mar 2020 – Mar 2025 |
3.35%
May 2016 – May 2026 |
2.81%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison Chart