Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ADF (Aldel Financial Inc.) | NA | 9.00% | 20.43% | 13.37% | 12.02% | 16.80% | NA | … | … |
Data as of 03/25/2011, Common starting date is 10/26/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ADF (Aldel Financial Inc.) | 10/26/1993 | 03/25/2011 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 9.00 | 20.43 | 13.37 | 12.02 | 16.80 | NA | … | … | 0.76 | 44.54 | 66.00 | -27.45 | -1.66 | 14.39 | 2.62 | 3.96 | 47.24 | -4.53 | 25.86 | -4.27 | 30.87 | -18.79 | 81.66 | 82.73 | 15.49 | -34.96 | -3.43 |
| Sharpe Ratio | NA | 0.59 | 0.56 | 0.43 | 0.45 | NA | NA | … | … | 0.70 | 0.89 | 3.89 | -0.63 | -0.37 | 1.53 | 0.05 | 0.19 | 2.95 | -0.23 | 0.90 | -0.36 | 1.37 | -0.61 | 1.00 | 3.73 | 0.41 | -1.29 | -0.87 |
| Standard Deviation(%) | NA | 15.05 | 36.02 | 27.54 | 23.53 | NA | NA | … | … | 4.62 | 37.79 | 25.55 | 44.59 | 12.82 | 7.28 | 8.93 | 15.69 | 15.77 | 24.25 | 26.60 | 22.79 | 20.16 | 36.30 | 26.22 | 21.00 | 28.66 | 29.48 | 22.34 |
| Draw Down(%) | NA | 10.37 | 51.94 | 52.08 | 52.08 | NA | NA | … | … | 1.61 | 10.37 | 21.15 | 51.94 | 19.17 | 6.56 | 10.56 | 19.12 | 13.19 | 28.59 | 17.41 | 31.73 | 15.19 | 40.73 | 11.67 | 10.51 | 26.18 | 38.04 | 8.33 |
| Yield(%) | 0.00 | 0.00 | 3.99 | 5.15 | 7.63 | 14.68 | 9.14 | … | … | 0.00 | 0.00 | 8.58 | 7.94 | 7.18 | 7.87 | 8.38 | 9.07 | 12.81 | 11.43 | 14.46 | 14.41 | 17.52 | 13.21 | 35.09 | 24.41 | 8.06 | 0.00 | 0.00 |
Data as of 03/25/2011, Common starting date is 10/26/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ADF (Aldel Financial Inc.) |
-9.94%
Nov 2005 – Nov 2008 |
-5.27%
Nov 2003 – Nov 2008 |
3.85%
Nov 1998 – Nov 2008 |
8.35%
Nov 1993 – Nov 2008 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ADF (Aldel Financial Inc.) |
68.98%
Mar 1995 – Mar 1998 |
39.97%
Mar 1995 – Mar 2000 |
23.41%
Mar 1995 – Mar 2005 |
19.77%
Aug 1995 – Aug 2010 |
Annualized Rolling Returns Comparison Chart