Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BKOR (Oak Ridge Financial Services Inc) | NA | 65.89% | 24.27% | -1.09% | -4.11% | NA | NA | … | … |
Data as of 07/11/2014, Common starting date is 01/29/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BKOR (Oak Ridge Financial Services Inc) | 01/29/2004 | 07/11/2014 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.43 | 65.89 | 24.27 | -1.09 | -4.11 | NA | NA | … | … | 6.93 | 63.14 | 64.78 | -44.12 | 4.00 | -45.72 | -14.89 | -28.40 | 12.72 | 5.17 | 0.37 |
| Sharpe Ratio | NA | 1.93 | 0.29 | -0.01 | -0.06 | NA | NA | … | … | 0.76 | 1.28 | 0.63 | -0.46 | 0.06 | -0.41 | -0.21 | -1.02 | 0.30 | 0.10 | -0.02 |
| Standard Deviation(%) | NA | 34.21 | 84.98 | 83.64 | 79.56 | NA | NA | … | … | 17.91 | 49.36 | 102.97 | 96.06 | 60.88 | 111.97 | 73.92 | 30.98 | 31.51 | 30.43 | 33.67 |
| Draw Down(%) | NA | 9.00 | 55.48 | 72.19 | 85.09 | NA | NA | … | … | 8.77 | 19.39 | 55.48 | 55.00 | 30.39 | 54.02 | 42.86 | 30.77 | 13.31 | 17.30 | 19.87 |
| Yield(%) | 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 07/11/2014, Common starting date is 01/29/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BKOR (Oak Ridge Financial Services Inc) |
-33.28%
Mar 2006 – Mar 2009 |
-28.10%
Dec 2006 – Dec 2011 |
-4.67%
Apr 2004 – Apr 2014 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BKOR (Oak Ridge Financial Services Inc) |
23.43%
May 2011 – May 2014 |
12.15%
Mar 2009 – Mar 2014 |
-4.10%
Jun 2004 – Jun 2014 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart