Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BURJX (BURNHAM FUND CLASS C) | NA | -11.15% | 4.80% | 6.82% | 6.00% | NA | NA | … | … |
Data as of 06/30/2016, Common starting date is 05/05/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BURJX (BURNHAM FUND CLASS C) | 05/05/2004 | 06/30/2016 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.72 | -11.15 | 4.80 | 6.82 | 6.00 | NA | NA | … | … | -6.09 | -8.63 | 1.67 | 14.93 | 8.30 | 0.14 | 20.76 | 30.13 | -39.67 | 10.27 | -0.60 | 0.94 | -1.96 |
| Sharpe Ratio | NA | -0.89 | -0.15 | 0.03 | 0.04 | NA | NA | … | … | -0.70 | -0.44 | 0.13 | 1.09 | 0.61 | 0.01 | 1.16 | 1.36 | -1.15 | 0.43 | -0.29 | -0.11 | -0.31 |
| Standard Deviation(%) | NA | 21.99 | 17.12 | 17.75 | 20.46 | NA | NA | … | … | 17.22 | 19.52 | 13.20 | 13.62 | 13.68 | 21.67 | 17.77 | 22.11 | 35.08 | 17.07 | 13.63 | 11.17 | 13.27 |
| Draw Down(%) | NA | 32.13 | 32.13 | 32.13 | 52.20 | NA | NA | … | … | 16.00 | 19.98 | 8.71 | 7.20 | 11.30 | 16.70 | 12.92 | 18.77 | 45.19 | 9.67 | 12.44 | 7.34 | 7.63 |
| Yield(%) | 0.00 | 9.13 | 7.96 | 6.83 | 5.27 | 3.64 | 2.73 | … | … | 0.00 | 9.76 | 5.60 | 8.02 | 3.41 | 4.27 | 0.91 | 0.00 | 0.93 | 4.18 | 7.79 | 3.94 | 0.00 |
Data as of 06/30/2016, Common starting date is 05/05/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BURJX (BURNHAM FUND CLASS C) |
-11.95%
Feb 2006 – Feb 2009 |
-3.92%
Jun 2004 – Jun 2009 |
5.20%
Jan 2006 – Jan 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BURJX (BURNHAM FUND CLASS C) |
27.53%
Feb 2009 – Feb 2012 |
20.91%
Feb 2009 – Feb 2014 |
7.89%
Jul 2005 – Jul 2015 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart