Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ARUIX (ARGA Value Institutional) | NA | 11.82% | 3.54% | 3.41% | 4.74% | NA | NA | … | … |
Data as of 03/05/2010, Common starting date is 02/22/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ARUIX (ARGA Value Institutional) | 02/22/1999 | 03/05/2010 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 11.82 | 3.54 | 3.41 | 4.74 | NA | NA | … | … | 1.41 | 10.74 | -4.22 | 4.14 | 4.12 | 1.96 | 3.15 | 2.22 | 8.07 | 7.38 | 9.47 | 0.94 |
| Sharpe Ratio | NA | 3.51 | 0.50 | 0.39 | 0.80 | NA | NA | … | … | 5.08 | 3.02 | -0.75 | 0.33 | 0.33 | -0.09 | 0.81 | 0.51 | 2.10 | 1.44 | 1.66 | -0.69 |
| Standard Deviation(%) | NA | 3.35 | 4.83 | 4.08 | 3.64 | NA | NA | … | … | 1.67 | 3.53 | 6.79 | 3.48 | 2.60 | 2.41 | 2.73 | 2.98 | 3.31 | 3.56 | 3.23 | 3.14 |
| Draw Down(%) | NA | 1.68 | 8.24 | 8.24 | 8.24 | NA | NA | … | … | 0.20 | 1.68 | 8.24 | 2.50 | 1.74 | 2.22 | 3.18 | 2.64 | 1.62 | 2.86 | 1.83 | 2.28 |
| Yield(%) | 0.00 | 4.19 | 4.32 | 4.18 | 4.82 | 3.44 | 2.58 | … | … | 0.51 | 4.58 | 4.56 | 4.48 | 4.18 | 4.44 | 3.75 | 4.26 | 5.77 | 5.04 | 6.10 | 4.65 |
Data as of 03/05/2010, Common starting date is 02/22/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARUIX (ARGA Value Institutional) |
1.24%
Feb 2006 – Feb 2009 |
1.65%
Feb 2004 – Feb 2009 |
3.81%
Mar 1999 – Mar 2009 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARUIX (ARGA Value Institutional) |
8.67%
Jan 2000 – Jan 2003 |
6.36%
Jan 2000 – Jan 2005 |
4.85%
Jan 2000 – Jan 2010 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart