Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ALNC (Alliance Financial Corp) | NA | 65.46% | 22.26% | 18.85% | 7.60% | NA | NA | … | … |
Data as of 03/08/2013, Common starting date is 01/21/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ALNC (Alliance Financial Corp) | 01/21/1999 | 03/08/2013 |
| 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 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 6.38 | 65.46 | 22.26 | 18.85 | 7.60 | NA | NA | … | … | 9.15 | 45.95 | -0.65 | 22.74 | 19.55 | -4.81 | -15.60 | 2.22 | 8.17 | -1.71 | 20.67 | 17.00 | 38.98 | -20.86 | 4.76 |
| Sharpe Ratio | NA | 2.34 | 0.65 | 0.45 | 0.20 | NA | NA | … | … | 2.92 | 1.64 | -0.02 | 0.66 | 0.37 | -0.12 | -0.77 | -0.05 | 0.26 | -0.11 | 0.68 | 0.61 | 1.30 | -0.50 | 0.04 |
| Standard Deviation(%) | NA | 27.89 | 34.11 | 41.26 | 34.44 | NA | NA | … | … | 21.08 | 28.27 | 41.06 | 34.52 | 52.18 | 46.71 | 24.35 | 26.36 | 23.17 | 25.33 | 29.29 | 26.12 | 28.53 | 49.80 | 47.54 |
| Draw Down(%) | NA | 11.91 | 19.79 | 42.53 | 52.06 | NA | NA | … | … | 3.63 | 12.08 | 19.79 | 13.23 | 36.03 | 27.52 | 26.78 | 16.07 | 9.74 | 21.64 | 28.68 | 8.04 | 9.38 | 27.92 | 27.20 |
| Yield(%) | 0.00 | 4.24 | 4.20 | 4.72 | 3.13 | 3.55 | 2.66 | … | … | 0.00 | 3.91 | 3.67 | 4.21 | 4.70 | 3.85 | 2.79 | 2.74 | 2.77 | 2.63 | 3.12 | 3.36 | 4.81 | 2.95 | 2.07 |
Data as of 03/08/2013, Common starting date is 01/21/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALNC (Alliance Financial Corp) |
-13.08%
Mar 2006 – Mar 2009 |
-8.38%
Mar 2004 – Mar 2009 |
2.89%
Feb 1999 – Feb 2009 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALNC (Alliance Financial Corp) |
29.52%
Apr 2000 – Apr 2003 |
16.58%
Oct 2007 – Oct 2012 |
9.66%
Dec 2000 – Dec 2010 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart