Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BMJ (Birks & Mayors, Inc.) | NA | 64.81% | 14.05% | 2.16% | NA | NA | NA | … | … |
Data as of 09/30/2013, Common starting date is 11/15/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BMJ (Birks & Mayors, Inc.) | 11/15/2005 | 09/30/2013 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.14 | 64.81 | 14.05 | 2.16 | NA | NA | NA | … | … | 134.21 | -23.23 | -30.28 | 27.93 | 85.00 | -89.92 | -17.25 | 21.86 | -15.71 |
| Sharpe Ratio | NA | 0.84 | 0.17 | 0.02 | NA | NA | NA | … | … | 2.34 | -0.35 | -0.35 | 0.23 | 0.52 | -0.75 | -0.64 | 0.89 | -3.93 |
| Standard Deviation(%) | NA | 84.43 | 81.24 | 128.08 | NA | NA | NA | … | … | 90.82 | 67.36 | 86.61 | 121.19 | 164.44 | 120.66 | 31.63 | 20.88 | 19.79 |
| Draw Down(%) | NA | 33.63 | 55.21 | 87.50 | NA | NA | NA | … | … | 31.00 | 43.61 | 43.56 | 49.75 | 69.70 | 94.05 | 35.29 | 11.68 | 15.71 |
| 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 |
Data as of 09/30/2013, Common starting date is 11/15/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BMJ (Birks & Mayors, Inc.) |
-62.28%
Feb 2006 – Feb 2009 |
-35.26%
May 2007 – May 2012 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BMJ (Birks & Mayors, Inc.) |
46.11%
Jan 2009 – Jan 2012 |
-5.57%
Jul 2008 – Jul 2013 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart