Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TWNOX (NEW OPPORTUNITIES FUND INVESTOR CLASS) | NA | 3.36% | 4.91% | 9.44% | 4.22% | 7.78% | 6.51% | … | … |
Data as of 10/20/2017, Common starting date is 02/05/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TWNOX (NEW OPPORTUNITIES FUND INVESTOR CLASS) | 02/05/1997 | 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 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -18.76 | 3.36 | 4.91 | 9.44 | 4.22 | 7.78 | 6.51 | … | … | -1.75 | 7.32 | -0.46 | 5.44 | 38.11 | 14.50 | -4.19 | 29.63 | 26.34 | -42.42 | 23.07 | 10.76 | 6.82 | 6.30 | 28.75 | -22.62 | -29.59 | -18.66 | 148.29 | 13.33 | 9.15 |
| Sharpe Ratio | NA | 0.13 | 0.24 | 0.51 | 0.16 | NA | NA | … | … | -0.12 | 0.39 | -0.03 | 0.32 | 2.53 | 0.80 | -0.12 | 1.21 | 0.77 | -1.07 | 0.98 | 0.40 | 0.27 | 0.29 | 1.70 | -1.13 | -1.01 | -0.38 | 6.16 | 0.43 | 0.28 |
| Standard Deviation(%) | NA | 21.73 | 19.14 | 17.91 | 25.69 | NA | NA | … | … | 23.21 | 18.29 | 16.85 | 16.84 | 15.05 | 18.13 | 34.33 | 24.36 | 34.21 | 40.58 | 20.51 | 18.27 | 17.06 | 18.46 | 16.44 | 21.01 | 32.32 | 59.54 | 23.51 | 22.89 | 23.37 |
| Draw Down(%) | NA | 19.59 | 28.58 | 28.58 | 59.54 | NA | NA | … | … | 19.59 | 18.75 | 15.34 | 13.70 | 6.18 | 14.55 | 31.47 | 17.88 | 27.54 | 53.14 | 12.59 | 19.01 | 12.93 | 19.47 | 12.05 | 31.43 | 45.17 | 55.52 | 12.76 | 35.69 | 22.00 |
| Yield(%) | 0.00 | 4.29 | 7.82 | 6.38 | 3.08 | 4.18 | 6.34 | … | … | 0.00 | 4.47 | 12.41 | 6.61 | 0.00 | 0.00 | 0.00 | 0.26 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 27.11 | 19.62 | 0.00 | 0.00 |
Data as of 10/20/2017, Common starting date is 02/05/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TWNOX (NEW OPPORTUNITIES FUND INVESTOR CLASS) |
-33.43%
Feb 2000 – Feb 2003 |
-15.93%
Feb 2000 – Feb 2005 |
-7.65%
Aug 2000 – Aug 2010 |
-0.02%
Feb 2000 – Feb 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TWNOX (NEW OPPORTUNITIES FUND INVESTOR CLASS) |
67.50%
Mar 1997 – Mar 2000 |
25.42%
Feb 2009 – Feb 2014 |
11.39%
Apr 1997 – Apr 2007 |
9.53%
Sep 2002 – Sep 2017 |
Annualized Rolling Returns Comparison Chart