Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ACSMX (Advisors Capital Small/Mid Cap Fund) | NA | 10.77% | 10.26% | 1.49% | NA | NA | NA | … | … |
Data as of 01/02/2013, Common starting date is 02/11/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ACSMX (Advisors Capital Small/Mid Cap Fund) | 02/11/2003 | 01/02/2013 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 10.77 | 10.26 | 1.49 | NA | NA | NA | … | … | 12.09 | 12.09 | -1.88 | 24.21 | 31.65 | -40.95 | -3.83 | 12.62 | 11.83 | 17.66 | 51.90 |
| Sharpe Ratio | NA | 0.79 | 0.46 | 0.04 | NA | NA | NA | … | … | 0.80 | 0.80 | -0.06 | 1.06 | 1.00 | -1.05 | -0.40 | 0.67 | 0.77 | 1.21 | 3.82 |
| Standard Deviation(%) | NA | 15.19 | 23.69 | 29.59 | NA | NA | NA | … | … | 15.16 | 15.19 | 30.24 | 22.78 | 31.61 | 39.93 | 17.22 | 14.05 | 12.54 | 13.86 | 15.55 |
| Draw Down(%) | NA | 12.01 | 27.66 | 55.52 | NA | NA | NA | … | … | 12.01 | 12.01 | 27.66 | 20.18 | 27.95 | 52.98 | 16.19 | 12.60 | 7.76 | 11.78 | 5.31 |
| Yield(%) | 0.00 | 0.00 | 6.21 | 3.08 | 3.31 | 2.21 | 1.66 | … | … | 0.00 | 0.00 | 0.06 | 18.58 | 0.06 | 0.45 | 0.15 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 01/02/2013, Common starting date is 02/11/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACSMX (Advisors Capital Small/Mid Cap Fund) |
-20.70%
Feb 2006 – Feb 2009 |
-7.93%
Feb 2004 – Feb 2009 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACSMX (Advisors Capital Small/Mid Cap Fund) |
28.97%
Mar 2003 – Mar 2006 |
14.03%
Mar 2003 – Mar 2008 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart