Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BHTCX (BEECH HILL TOTAL RETURN FUND BEECH HILL TOTAL RETURN FUND CLASS C SHARES) | NA | 1.17% | 2.72% | 6.24% | NA | NA | NA | … | … |
Data as of 11/10/2020, Common starting date is 02/10/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BHTCX (BEECH HILL TOTAL RETURN FUND BEECH HILL TOTAL RETURN FUND CLASS C SHARES) | 02/10/2011 | 11/10/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 1.17 | 2.72 | 6.24 | NA | NA | NA | … | … | -1.67 | 20.18 | -11.06 | 21.32 | 7.86 | -8.46 | 0.86 | 17.98 | 5.26 | -6.51 |
| Sharpe Ratio | NA | 0.16 | 0.14 | 0.49 | NA | NA | NA | … | … | -0.66 | 1.49 | -0.76 | 3.15 | 0.67 | -0.58 | 0.07 | 1.85 | 0.51 | -0.45 |
| Standard Deviation(%) | NA | 4.13 | 12.10 | 11.26 | NA | NA | NA | … | … | 3.29 | 12.64 | 16.23 | 6.59 | 11.40 | 14.73 | 12.01 | 9.69 | 10.29 | 16.22 |
| Draw Down(%) | NA | 3.43 | 21.80 | 21.80 | NA | NA | NA | … | … | 3.43 | 8.45 | 21.80 | 2.62 | 10.36 | 19.74 | 10.93 | 7.49 | 8.17 | 15.83 |
| Yield(%) | 0.00 | 4.10 | 2.09 | 1.93 | 1.89 | 1.26 | 0.95 | … | … | 0.00 | 5.05 | 1.65 | 0.17 | 0.38 | 1.53 | 6.48 | 0.58 | 1.26 | 0.00 |
Data as of 11/10/2020, Common starting date is 02/10/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BHTCX (BEECH HILL TOTAL RETURN FUND BEECH HILL TOTAL RETURN FUND CLASS C SHARES) |
-0.38%
Jan 2013 – Jan 2016 |
1.29%
Aug 2014 – Aug 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BHTCX (BEECH HILL TOTAL RETURN FUND BEECH HILL TOTAL RETURN FUND CLASS C SHARES) |
12.19%
Sep 2011 – Sep 2014 |
7.76%
Jan 2013 – Jan 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart