Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AVUIX (Accessor Value Inv) | NA | 6.52% | -3.64% | -2.51% | -0.17% | NA | NA | … | … |
Data as of 03/14/2011, Common starting date is 01/18/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AVUIX (Accessor Value Inv) | 01/18/2000 | 03/14/2011 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 6.52 | -3.64 | -2.51 | -0.17 | NA | NA | … | … | 1.62 | 7.65 | 16.63 | -39.49 | 2.76 | 15.89 | 5.78 | 13.71 | 29.07 | -23.83 | -13.25 | 0.78 |
| Sharpe Ratio | NA | 0.39 | -0.13 | -0.15 | -0.07 | NA | NA | … | … | 1.80 | 0.41 | 0.55 | -0.98 | -0.01 | 1.22 | 0.33 | 1.12 | 1.64 | -0.94 | -0.80 | -0.18 |
| Standard Deviation(%) | NA | 17.01 | 31.01 | 26.24 | 22.60 | NA | NA | … | … | 4.74 | 18.24 | 29.81 | 41.22 | 17.50 | 10.34 | 10.84 | 11.38 | 17.36 | 26.62 | 19.69 | 18.40 |
| Draw Down(%) | NA | 16.53 | 55.71 | 61.60 | 61.60 | NA | NA | … | … | 0.90 | 16.53 | 32.15 | 50.88 | 13.51 | 8.19 | 7.18 | 7.83 | 15.80 | 36.11 | 28.58 | 13.81 |
| Yield(%) | 0.00 | 1.59 | 1.21 | 1.59 | 1.01 | 0.65 | 0.49 | … | … | 0.00 | 1.60 | 1.54 | 1.10 | 3.25 | 1.00 | 1.09 | 0.21 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 03/14/2011, Common starting date is 01/18/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AVUIX (Accessor Value Inv) |
-18.83%
Feb 2006 – Feb 2009 |
-8.60%
Feb 2004 – Feb 2009 |
-2.44%
Aug 2000 – Aug 2010 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AVUIX (Accessor Value Inv) |
19.66%
Mar 2003 – Mar 2006 |
15.98%
Sep 2002 – Sep 2007 |
-0.40%
Feb 2000 – Feb 2010 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart