Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
AXSKX (AXS Sustainable Income Fund Class I) NA -294,601.09% nan% NA NA NA NA
Data as of 04/26/2024, Common starting date is 10/19/2020
More Performance Analytics Comparison
Name Start Date End Date
AXSKX (AXS Sustainable Income Fund Class I) 10/19/2020 04/26/2024
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2024 2023 2022 2021 2020
Annualized Return (%) -283,062.96 -294,601.09 nan NA NA NA NA -283,344.75 6.47 -10.97 5.73 4.63
Sharpe Ratio NA NA NA NA NA NA NA NA 0.68 -2.56 2.30 5.16
Standard Deviation(%) NA NA NA NA NA NA NA NA 3.27 4.84 2.48 4.85
Draw Down(%) NA 282,977.85 268,582.36 NA NA NA NA 282,977.85 3.06 12.79 1.43 0.80
Yield(%) 0.00 4.10 8.06 5.76 2.88 1.92 1.44 100.52 4.31 15.42 6.23 2.83
Data as of 04/26/2024, Common starting date is 10/19/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
AXSKX (AXS Sustainable Income Fund Class I) -0.67%
Mar 2021 – Mar 2024
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
AXSKX (AXS Sustainable Income Fund Class I) 0.07%
Dec 2020 – Dec 2023
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return