Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TBMIX (TOBAM EMERGING MARKETS FUND Class I) | NA | 6,390.73% | 274.86% | 127.56% | NA | NA | NA | … | … |
Data as of 10/06/2023, Common starting date is 04/24/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TBMIX (TOBAM EMERGING MARKETS FUND Class I) | 04/24/2017 | 10/06/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 6,390.73 | 274.86 | 127.56 | NA | NA | NA | … | … | 6,265.73 | -23.79 | -5.86 | 14.81 | 19.65 | -14.93 | 25.74 |
| Sharpe Ratio | NA | 15.07 | 1.12 | 0.66 | NA | NA | NA | … | … | 47.89 | -1.63 | -0.42 | 0.55 | 1.63 | -1.06 | 4.64 |
| Standard Deviation(%) | NA | 423.87 | 244.70 | 190.02 | NA | NA | NA | … | … | 484.59 | 15.56 | 13.97 | 26.52 | 11.17 | 15.47 | 8.31 |
| Draw Down(%) | NA | 12.93 | 37.97 | 37.97 | NA | NA | NA | … | … | 12.93 | 28.49 | 14.76 | 35.23 | 7.46 | 25.30 | 3.89 |
| Yield(%) | 100.05 | 93.38 | 25.42 | 18.12 | 9.99 | 6.66 | 5.00 | … | … | 91.33 | 1.13 | 1.04 | 0.37 | 9.65 | 4.52 | 2.01 |
Data as of 10/06/2023, Common starting date is 04/24/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TBMIX (TOBAM EMERGING MARKETS FUND Class I) |
-8.26%
Aug 2020 – Aug 2023 |
-4.58%
Feb 2018 – Feb 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TBMIX (TOBAM EMERGING MARKETS FUND Class I) |
276.73%
Sep 2020 – Sep 2023 |
124.45%
Sep 2018 – Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart