Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AGEQX (Austin Global Equity) | NA | -25.07% | -6.15% | 3.25% | 1.78% | NA | NA | … | … |
Data as of 07/06/2009, Common starting date is 02/21/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AGEQX (Austin Global Equity) | 02/21/1997 | 07/06/2009 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.42 | -25.07 | -6.15 | 3.25 | 1.78 | NA | NA | … | … | 6.52 | -36.83 | 9.21 | 21.66 | 13.58 | 20.76 | 34.28 | -18.28 | -21.78 | -22.19 | 55.89 | 22.78 | 20.22 |
| Sharpe Ratio | NA | -0.83 | -0.39 | 0.07 | -0.01 | NA | NA | … | … | 0.57 | -1.35 | 0.49 | 1.66 | 1.33 | 1.79 | 2.77 | -1.20 | -1.35 | -0.96 | 3.40 | 0.99 | 1.23 |
| Standard Deviation(%) | NA | 30.55 | 20.67 | 17.26 | 17.96 | NA | NA | … | … | 23.40 | 27.83 | 12.59 | 11.08 | 8.60 | 11.04 | 12.11 | 16.13 | 18.17 | 27.30 | 15.51 | 19.67 | 16.53 |
| Draw Down(%) | NA | 46.21 | 54.35 | 54.35 | 61.73 | NA | NA | … | … | 25.80 | 46.53 | 11.62 | 14.48 | 5.77 | 11.23 | 14.98 | 27.80 | 34.48 | 34.42 | 8.11 | 24.37 | 11.22 |
| Yield(%) | 0.00 | 1.74 | 6.57 | 7.14 | 4.44 | 5.25 | 3.94 | … | … | 0.00 | 1.57 | 8.47 | 9.94 | 7.83 | 0.95 | 0.00 | 0.00 | 0.54 | 7.76 | 0.00 | 8.00 | 10.86 |
Data as of 07/06/2009, Common starting date is 02/21/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AGEQX (Austin Global Equity) |
-24.99%
Mar 2000 – Mar 2003 |
-5.11%
Feb 2000 – Feb 2005 |
0.29%
Feb 1999 – Feb 2009 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AGEQX (Austin Global Equity) |
37.13%
Mar 1997 – Mar 2000 |
21.60%
Sep 2002 – Sep 2007 |
10.85%
Apr 1997 – Apr 2007 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart