Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BRMSX (BRAMSHILL INCOME PERFORMANCE FUND INSTITUTIONAL CLASS) | 0.29% | 4.56% | 4.66% | 1.95% | 3.05% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 04/12/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BRMSX (BRAMSHILL INCOME PERFORMANCE FUND INSTITUTIONAL CLASS) | 04/12/2016 | 06/10/2026 |
| 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 (%) | -0.21 | 4.56 | 4.66 | 1.95 | 3.05 | NA | NA | … | … | 0.29 | 5.15 | 3.10 | 7.18 | -6.12 | 2.53 | 7.50 | 8.87 | 0.69 | 1.29 | 2.58 |
| Sharpe Ratio | NA | 0.41 | 0.34 | -0.12 | 0.28 | NA | NA | … | … | -0.28 | 0.43 | -0.12 | 0.99 | -2.12 | 1.29 | 0.57 | 3.54 | -0.26 | 0.22 | 1.33 |
| Standard Deviation(%) | NA | 4.36 | 4.63 | 4.10 | 5.23 | NA | NA | … | … | 4.77 | 5.24 | 4.42 | 3.60 | 3.57 | 1.95 | 12.76 | 2.09 | 2.74 | 2.92 | 2.52 |
| Draw Down(%) | NA | 3.25 | 4.24 | 9.49 | 17.06 | NA | NA | … | … | 3.25 | 4.00 | 3.24 | 3.67 | 9.10 | 1.46 | 17.06 | 1.16 | 3.24 | 2.07 | 1.94 |
| Yield(%) | 0.00 | 4.43 | 4.45 | 3.51 | 3.50 | 2.37 | 1.78 | … | … | 1.73 | 4.33 | 4.32 | 4.64 | 2.31 | 2.51 | 3.52 | 3.56 | 3.93 | 3.37 | 1.87 |
Data as of 06/10/2026, Common starting date is 04/12/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BRMSX (BRAMSHILL INCOME PERFORMANCE FUND INSTITUTIONAL CLASS) |
-0.18%
Oct 2020 – Oct 2023 |
1.98%
Oct 2018 – Oct 2023 |
3.15%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BRMSX (BRAMSHILL INCOME PERFORMANCE FUND INSTITUTIONAL CLASS) |
6.27%
Dec 2018 – Dec 2021 |
4.76%
Mar 2020 – Mar 2025 |
3.15%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart