Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| YWBIX (YORKTOWN MID-CAP FUND INSTITUTIONAL CLASS) | NA | -11.95% | -3.36% | NA | NA | NA | NA | … | … |
Data as of 11/08/2019, Common starting date is 05/11/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| YWBIX (YORKTOWN MID-CAP FUND INSTITUTIONAL CLASS) | 05/11/2016 | 11/08/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -11.95 | -3.36 | NA | NA | NA | NA | … | … | 9.76 | -31.59 | 7.28 | 6.29 |
| Sharpe Ratio | NA | -0.74 | -0.30 | NA | NA | NA | NA | … | … | 0.61 | -1.62 | 0.60 | 0.78 |
| Standard Deviation(%) | NA | 18.75 | 15.55 | NA | NA | NA | NA | … | … | 16.35 | 20.36 | 11.06 | 12.36 |
| Draw Down(%) | NA | 24.70 | 35.28 | NA | NA | NA | NA | … | … | 14.24 | 39.34 | 9.27 | 6.45 |
| Yield(%) | 0.00 | 6.40 | 2.80 | 1.72 | 0.86 | 0.57 | 0.43 | … | … | 0.60 | 5.41 | 1.76 | 0.13 |
Data as of 11/08/2019, Common starting date is 05/11/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| YWBIX (YORKTOWN MID-CAP FUND INSTITUTIONAL CLASS) |
-5.37%
Aug 2016 – Aug 2019 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| YWBIX (YORKTOWN MID-CAP FUND INSTITUTIONAL CLASS) |
-3.17%
Oct 2016 – Oct 2019 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart