Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FOVRX (FIRST TRUST/CONFLUENCE SMALL CAP VALUE FUND CLASS R3) | NA | 8.93% | 15.24% | NA | NA | NA | NA | … | … |
Data as of 06/16/2015, Common starting date is 03/08/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FOVRX (FIRST TRUST/CONFLUENCE SMALL CAP VALUE FUND CLASS R3) | 03/08/2011 | 06/16/2015 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 8.93 | 15.24 | NA | NA | NA | NA | … | … | 3.35 | 7.69 | 24.62 | 15.35 | -5.29 |
| Sharpe Ratio | NA | 0.84 | 1.35 | NA | NA | NA | NA | … | … | 0.79 | 0.64 | 2.22 | 1.18 | -0.23 |
| Standard Deviation(%) | NA | 10.59 | 11.43 | NA | NA | NA | NA | … | … | 9.56 | 11.90 | 11.07 | 13.03 | 28.37 |
| Draw Down(%) | NA | 7.21 | 7.21 | NA | NA | NA | NA | … | … | 4.24 | 7.21 | 4.44 | 7.70 | 22.72 |
| Yield(%) | 0.00 | 7.77 | 5.86 | 3.48 | 1.74 | 1.16 | 0.87 | … | … | 0.00 | 8.00 | 5.15 | 1.62 | 0.00 |
Data as of 06/16/2015, Common starting date is 03/08/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FOVRX (FIRST TRUST/CONFLUENCE SMALL CAP VALUE FUND CLASS R3) |
8.98%
Apr 2011 – Apr 2014 |
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 |
|---|---|---|---|---|
| FOVRX (FIRST TRUST/CONFLUENCE SMALL CAP VALUE FUND CLASS R3) |
17.66%
Sep 2011 – Sep 2014 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart