Investment Performance: 3-Year Annualized Returns
Funds | Fund I | Fund II | Fund III | Fund IV | Fund V | Fund VI (A) | Fund VI (R) |
Portfolio Return | 22.3222% | 19.5856% | 16.0046% | 13.7710% | 14.7886% | 15.8850% | 13.7830% |
Standard Deviation | 0.0161 | 0.0137 | 0.0069 | 0.0031 | 0.0029 | 0.0073 | 0.0031 |
Sharpe Ratio | 2.44791 | 0.87631 | (3.43699) | (15.07346) | (12.54025) | (3.44370) | (14.90163) |
Funds | Fund I | Fund II | Fund III | Fund IV | Fund V | Fund VI (A) | Fund VI (R) |
Portfolio Return | 22.5777% | 19.7129% | 15.8800% | 13.4561% | 14.1312% | 15.7463% | 13.3561% |
Standard Deviation | 0.0158 | 0.0135 | 0.0068 | 0.0031 | 0.0027 | 0.0072 | 0.0031 |
Sharpe Ratio | 2.68928 | 1.02790 | (3.56241) | (15.80836) | (15.34762) | (3.56824) | (15.86387) |
Funds | Fund I | Fund II | Fund III | Fund IV | Fund V | Fund VI (A) | Fund VI (R) |
Portfolio Return | 19.6092% | 17.3666% | 14.5840% | 12.8854% | 13.9366% | 14.4632% | 13.0167% |
Standard Deviation | 0.0108 | 0.0099 | 0.0048 | 0.0023 | 0.0029 | 0.0055 | 0.0030 |
Sharpe Ratio | 1.11360 | (1.04939) | (7.98496) | (24.15678) | (15.62331) | (7.16933) | (18.03427) |