Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TWNCX (NEW OPPORTUNITIES FUND C CLASS) | NA | 4.54% | 4.61% | 8.79% | 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 |
|---|---|---|
| TWNCX (NEW OPPORTUNITIES FUND C 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 (%) | -16.96 | 4.54 | 4.61 | 8.79 | NA | NA | NA | … | … | -0.43 | 6.23 | -1.50 | 4.44 | 36.78 | 13.39 | -5.16 | 22.14 |
| Sharpe Ratio | NA | 0.15 | 0.19 | 0.39 | NA | NA | NA | … | … | -0.05 | 0.33 | -0.09 | 0.26 | 2.44 | 0.75 | -0.15 | 1.09 |
| Standard Deviation(%) | NA | 27.46 | 23.03 | 22.02 | NA | NA | NA | … | … | 24.63 | 18.33 | 16.85 | 16.83 | 15.07 | 18.04 | 34.84 | 24.87 |
| Draw Down(%) | NA | 18.00 | 29.10 | 29.10 | NA | NA | NA | … | … | 18.00 | 18.83 | 15.66 | 14.19 | 6.28 | 14.63 | 31.76 | 18.11 |
| Yield(%) | 0.00 | 4.64 | 8.19 | 6.54 | 4.21 | 2.81 | 2.10 | … | … | 0.00 | 4.80 | 13.07 | 6.87 | 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 |
|---|---|---|---|---|
| TWNCX (NEW OPPORTUNITIES FUND C CLASS) |
2.32%
Oct 2013 – Oct 2016 |
4.54%
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 |
|---|---|---|---|---|
| TWNCX (NEW OPPORTUNITIES FUND C CLASS) |
19.95%
Aug 2010 – Aug 2013 |
17.56%
Jun 2010 – Jun 2015 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart