Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| YOVLX (YORKTOWN SMALL-CAP FUND CLASS L) | 5.71% | 11.07% | 9.96% | 2.48% | 8.32% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 05/10/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| YOVLX (YORKTOWN SMALL-CAP FUND CLASS L) | 05/10/2016 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.14 | 11.07 | 9.96 | 2.48 | 8.32 | NA | NA | … | … | 5.71 | 11.23 | 4.91 | 13.16 | -31.64 | 17.54 | 28.98 | 20.65 | -8.83 | 7.93 | 19.84 |
| Sharpe Ratio | NA | 0.42 | 0.32 | 0.01 | 0.30 | NA | NA | … | … | 0.49 | 0.37 | -0.09 | 0.48 | -1.15 | 0.77 | 0.72 | 1.34 | -0.56 | 0.59 | 2.19 |
| Standard Deviation(%) | NA | 20.03 | 20.66 | 22.15 | 22.78 | NA | NA | … | … | 23.05 | 23.03 | 19.32 | 18.62 | 28.88 | 22.78 | 40.00 | 14.32 | 18.33 | 12.48 | 14.65 |
| Draw Down(%) | NA | 16.87 | 22.01 | 33.48 | 42.75 | NA | NA | … | … | 16.48 | 21.37 | 12.14 | 12.99 | 33.35 | 14.00 | 41.52 | 7.74 | 27.19 | 7.31 | 7.51 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 2.30 | 3.96 | 2.71 | 2.03 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 5.86 | 5.79 | 0.00 | 1.56 | 0.72 | 15.79 | 0.00 |
Data as of 06/05/2026, Common starting date is 05/10/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| YOVLX (YORKTOWN SMALL-CAP FUND CLASS L) |
-4.49%
Oct 2021 – Oct 2024 |
-0.05%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| YOVLX (YORKTOWN SMALL-CAP FUND CLASS L) |
24.33%
Dec 2018 – Dec 2021 |
16.77%
Oct 2016 – Oct 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart