Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TWNRX (NEW OPPORTUNITIES FUND R CLASS) | NA | 6.06% | 5.47% | 9.57% | 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 |
|---|---|---|
| TWNRX (NEW OPPORTUNITIES FUND R 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 (%) | -16.19 | 6.06 | 5.47 | 9.57 | NA | NA | NA | … | … | 0.92 | 6.75 | -1.00 | 4.98 | 37.45 | 13.95 | -4.61 | 22.72 |
| Sharpe Ratio | NA | 0.21 | 0.24 | 0.44 | NA | NA | NA | … | … | 0.02 | 0.36 | -0.06 | 0.29 | 2.48 | 0.78 | -0.13 | 1.12 |
| Standard Deviation(%) | NA | 26.04 | 22.16 | 21.14 | NA | NA | NA | … | … | 23.64 | 18.26 | 16.83 | 16.83 | 15.06 | 18.07 | 34.84 | 24.93 |
| Draw Down(%) | NA | 17.17 | 28.92 | 28.92 | NA | NA | NA | … | … | 17.17 | 18.89 | 15.46 | 13.99 | 6.28 | 14.59 | 31.57 | 18.05 |
| Yield(%) | 0.00 | 4.46 | 8.00 | 6.46 | 4.22 | 2.81 | 2.11 | … | … | 0.00 | 4.63 | 12.73 | 6.74 | 0.00 | 0.00 | 0.00 | 0.26 |
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 |
|---|---|---|---|---|
| TWNRX (NEW OPPORTUNITIES FUND R CLASS) |
2.85%
Oct 2013 – Oct 2016 |
5.09%
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 |
|---|---|---|---|---|
| TWNRX (NEW OPPORTUNITIES FUND R CLASS) |
20.55%
Aug 2010 – Aug 2013 |
18.14%
Jun 2010 – Jun 2015 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart