Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ARDNA (Arden Group Inc) | NA | 39.01% | 26.68% | 6.99% | 13.36% | 13.21% | 16.47% | … | … |
Data as of 02/19/2014, Common starting date is 09/07/1984
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ARDNA (Arden Group Inc) | 09/07/1984 | 02/19/2014 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.11 | 39.01 | 26.68 | 6.99 | 13.36 | 13.21 | 16.47 | … | … | -0.10 | 41.84 | 21.69 | 10.40 | -12.76 | -23.43 | -2.85 | 25.86 | 37.34 | -6.73 | 61.25 | 28.96 | -2.39 | 44.19 | 19.44 | -10.00 | 66.46 | 66.07 | -2.72 | 30.77 | -10.78 | 45.71 | -23.91 | 6.98 | -31.75 | 34.04 | 67.86 | 5.18 | 15.74 | 67.27 | 10.00 |
| Sharpe Ratio | NA | 1.61 | 0.90 | 0.20 | 0.31 | NA | NA | … | … | -0.15 | 1.59 | 0.77 | 0.29 | -0.40 | -0.48 | -0.06 | 0.54 | 1.20 | -0.22 | 1.91 | 1.03 | -0.11 | 1.27 | 0.29 | -0.36 | 0.68 | 0.13 | -0.10 | 0.52 | -0.13 | 0.42 | -0.34 | 0.03 | -0.82 | 0.71 | 0.94 | 0.01 | 0.27 | 1.67 | 1.10 |
| Standard Deviation(%) | NA | 24.20 | 29.37 | 34.34 | 39.53 | NA | NA | … | … | 5.32 | 26.31 | 28.19 | 35.53 | 32.43 | 49.19 | 65.24 | 42.58 | 28.53 | 40.40 | 31.62 | 27.45 | 32.11 | 33.70 | 52.87 | 36.68 | 92.80 | 84.20 | 64.19 | 49.80 | 104.91 | 102.82 | 77.73 | 92.38 | 45.21 | 39.97 | 66.83 | 78.72 | 42.97 | 37.13 | 26.72 |
| Draw Down(%) | NA | 9.76 | 21.34 | 42.23 | 54.38 | NA | NA | … | … | 0.88 | 9.76 | 12.52 | 21.34 | 30.96 | 39.71 | 31.93 | 19.55 | 15.68 | 33.98 | 14.99 | 17.30 | 24.64 | 22.60 | 24.49 | 24.50 | 48.17 | 12.90 | 31.65 | 9.54 | 40.74 | 22.86 | 44.90 | 39.62 | 34.85 | 20.55 | 25.81 | 60.71 | 20.39 | 22.37 | 14.06 |
| Yield(%) | 0.00 | 1.09 | 9.92 | 4.38 | 10.56 | 12.91 | 7.95 | … | … | 0.00 | 1.07 | 23.13 | 1.18 | 1.04 | 0.79 | 16.40 | 0.82 | 1.12 | 1.02 | 27.40 | 0.83 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 02/19/2014, Common starting date is 09/07/1984
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARDNA (Arden Group Inc) |
-27.39%
Jul 1989 – Jul 1992 |
-11.66%
Jul 1989 – Jul 1994 |
5.54%
Sep 1987 – Sep 1997 |
10.60%
Sep 1987 – Sep 2002 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARDNA (Arden Group Inc) |
55.36%
Apr 1995 – Apr 1998 |
36.99%
Jan 1997 – Jan 2002 |
29.63%
Oct 1996 – Oct 2006 |
24.86%
Nov 1992 – Nov 2007 |
Annualized Rolling Returns Comparison Chart