Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BLRGZ (Blue Ridge Real Estate) | NA | 3.12% | 9.70% | -7.97% | -5.80% | NA | NA | … | … |
Data as of 10/31/2013, Common starting date is 02/28/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BLRGZ (Blue Ridge Real Estate) | 02/28/2000 | 10/31/2013 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.12 | 9.70 | -7.97 | -5.80 | NA | NA | … | … | 6.87 | 14.37 | 12.50 | -42.86 | 65.35 | -78.10 | -25.64 | 1.19 | 27.40 | 128.30 | 10.42 | 0.00 | 23.08 | 6.79 |
| Sharpe Ratio | NA | 0.07 | 0.10 | -0.07 | NA | NA | NA | … | … | 0.16 | 0.16 | 0.11 | -0.92 | 0.83 | -1.21 | -1.14 | -0.07 | 0.71 | 3.06 | 0.36 | -0.02 | 0.40 | 0.14 |
| Standard Deviation(%) | NA | 46.97 | 99.94 | 108.50 | NA | NA | NA | … | … | 51.00 | 90.69 | 112.44 | 46.56 | 79.04 | 65.14 | 25.32 | 29.13 | 35.60 | 41.66 | 26.73 | 70.04 | 52.39 | 28.84 |
| Draw Down(%) | NA | 23.41 | 50.25 | 60.00 | 89.36 | NA | NA | … | … | 23.41 | 33.56 | 50.25 | 52.38 | 37.14 | 79.67 | 25.64 | 19.15 | 16.56 | 17.01 | 11.67 | 28.14 | 33.33 | 11.90 |
| 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 | 0.00 | 0.00 | 0.00 |
Data as of 10/31/2013, Common starting date is 02/28/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BLRGZ (Blue Ridge Real Estate) |
-48.81%
Mar 2006 – Mar 2009 |
-32.83%
Sep 2006 – Sep 2011 |
-6.36%
Nov 2001 – Nov 2011 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BLRGZ (Blue Ridge Real Estate) |
59.93%
Jul 2002 – Jul 2005 |
38.78%
Apr 2001 – Apr 2006 |
0.83%
Feb 2001 – Feb 2011 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart