Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TWERX (INTERNATIONAL DISCOVERY FUND R CLASS) | NA | -17.42% | 4.52% | 1.30% | NA | NA | NA | … | … |
Data as of 03/22/2019, Common starting date is 03/05/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TWERX (INTERNATIONAL DISCOVERY FUND R CLASS) | 03/05/2010 | 03/22/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.27 | -17.42 | 4.52 | 1.30 | NA | NA | NA | … | … | 13.72 | -26.47 | 39.85 | -5.92 | 6.00 | -6.63 | 28.79 | 14.71 | -17.23 | 21.78 |
| Sharpe Ratio | NA | -1.06 | 0.24 | 0.03 | NA | NA | NA | … | … | 4.68 | -1.55 | 4.56 | -0.34 | 0.38 | -0.49 | 2.24 | 0.81 | -0.54 | 1.09 |
| Standard Deviation(%) | NA | 17.77 | 15.10 | 15.28 | NA | NA | NA | … | … | 16.37 | 17.98 | 8.65 | 18.16 | 15.78 | 13.58 | 12.81 | 18.15 | 32.23 | 24.61 |
| Draw Down(%) | NA | 33.10 | 35.27 | 35.27 | NA | NA | NA | … | … | 3.42 | 35.27 | 3.20 | 13.67 | 13.80 | 18.47 | 10.25 | 14.84 | 31.80 | 18.91 |
| Yield(%) | 0.00 | 4.26 | 1.96 | 1.11 | 1.07 | 0.71 | 0.54 | … | … | 0.00 | 4.27 | 0.00 | 0.05 | 0.00 | 0.47 | 1.09 | 0.00 | 0.00 | 0.48 |
Data as of 03/22/2019, Common starting date is 03/05/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TWERX (INTERNATIONAL DISCOVERY FUND R CLASS) |
-2.35%
Dec 2013 – Dec 2016 |
-0.87%
Dec 2013 – Dec 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TWERX (INTERNATIONAL DISCOVERY FUND R CLASS) |
16.36%
May 2012 – May 2015 |
11.81%
Jan 2013 – Jan 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart