Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TWNAX (NEW OPPORTUNITIES FUND A CLASS) | NA | 6.89% | 5.89% | 9.93% | NA | NA | NA | … | … |
Data as of 10/20/2017, Common starting date is 03/05/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TWNAX (NEW OPPORTUNITIES FUND A CLASS) | 03/05/2010 | 10/20/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -15.74 | 6.89 | 5.89 | 9.93 | NA | NA | NA | … | … | 1.60 | 7.04 | -0.82 | 5.28 | 37.79 | 14.31 | -4.47 | 22.95 |
| Sharpe Ratio | NA | 0.29 | 0.30 | 0.54 | NA | NA | NA | … | … | 0.06 | 0.37 | -0.05 | 0.31 | 2.50 | 0.79 | -0.13 | 1.13 |
| Standard Deviation(%) | NA | 21.63 | 19.12 | 17.89 | NA | NA | NA | … | … | 23.13 | 18.29 | 16.86 | 16.84 | 15.08 | 18.10 | 34.77 | 24.86 |
| Draw Down(%) | NA | 16.79 | 28.83 | 28.83 | NA | NA | NA | … | … | 16.79 | 18.87 | 15.48 | 13.76 | 6.23 | 14.62 | 31.58 | 17.96 |
| Yield(%) | 0.00 | 4.38 | 7.91 | 6.41 | 4.21 | 2.81 | 2.10 | … | … | 0.00 | 4.55 | 12.57 | 6.67 | 0.00 | 0.00 | 0.00 | 0.18 |
Data as of 10/20/2017, 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 |
|---|---|---|---|---|
| TWNAX (NEW OPPORTUNITIES FUND A CLASS) |
3.07%
Oct 2013 – Oct 2016 |
5.34%
Feb 2011 – Feb 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TWNAX (NEW OPPORTUNITIES FUND A CLASS) |
20.84%
Aug 2010 – Aug 2013 |
18.43%
Jun 2010 – Jun 2015 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart