Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BURIX (Burnham B) | NA | -3.88% | 16.96% | 1.95% | 1.95% | NA | NA | … | … |
Data as of 04/12/2012, Common starting date is 01/02/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BURIX (Burnham B) | 01/02/2001 | 04/12/2012 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -3.88 | 16.96 | 1.95 | 1.95 | NA | NA | … | … | 0.00 | 0.67 | 21.65 | 30.08 | -38.74 | 14.36 | 7.34 | 4.76 | 6.28 | 17.28 | -24.63 | -11.49 |
| Sharpe Ratio | NA | -0.19 | 0.92 | 0.06 | 0.04 | NA | NA | … | … | 0.00 | 0.03 | 1.21 | 1.36 | -1.13 | 0.69 | 0.36 | 0.25 | 0.52 | 1.20 | -1.38 | -0.70 |
| Standard Deviation(%) | NA | 20.09 | 18.69 | 23.49 | 19.13 | NA | NA | … | … | NA | 21.70 | 17.77 | 22.10 | 35.05 | 16.46 | 11.22 | 10.42 | 10.32 | 13.77 | 18.67 | 20.06 |
| Draw Down(%) | NA | 16.69 | 16.69 | 49.67 | 49.67 | NA | NA | … | … | 0.00 | 16.69 | 12.87 | 18.73 | 45.18 | 9.69 | 12.43 | 7.32 | 10.31 | 8.92 | 29.43 | 29.28 |
| Yield(%) | 0.00 | 0.00 | 0.06 | 1.02 | 2.26 | 1.63 | 1.22 | … | … | 0.00 | 0.00 | 0.13 | 0.00 | 0.91 | 4.10 | 7.66 | 3.87 | 7.47 | 0.00 | 0.78 | 6.29 |
Data as of 04/12/2012, Common starting date is 01/02/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BURIX (Burnham B) |
-11.96%
Feb 2006 – Feb 2009 |
-6.42%
Feb 2004 – Feb 2009 |
1.28%
May 2001 – May 2011 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BURIX (Burnham B) |
21.28%
Feb 2009 – Feb 2012 |
10.15%
Oct 2002 – Oct 2007 |
2.67%
Oct 2001 – Oct 2011 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart