Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BURMX (Burnham Financial Services B) | NA | -12.68% | 2.63% | -4.42% | 2.89% | NA | NA | … | … |
Data as of 04/12/2012, Common starting date is 01/02/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BURMX (Burnham Financial Services 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 | -12.68 | 2.63 | -4.42 | 2.89 | NA | NA | … | … | 0.00 | -12.03 | 1.48 | 17.98 | -15.47 | -14.69 | 16.19 | -0.37 | 12.45 | 32.44 | 15.27 | 13.88 |
| Sharpe Ratio | NA | -0.53 | 0.14 | -0.18 | 0.08 | NA | NA | … | … | 0.00 | -0.47 | 0.08 | 0.53 | -0.39 | -1.15 | 1.45 | -0.27 | 1.24 | 2.77 | 0.92 | 0.64 |
| Standard Deviation(%) | NA | 24.08 | 21.01 | 28.53 | 21.80 | NA | NA | … | … | NA | 25.39 | 18.19 | 33.93 | 41.38 | 15.51 | 8.94 | 9.44 | 9.31 | 11.46 | 15.43 | 18.49 |
| Draw Down(%) | NA | 23.26 | 32.01 | 48.05 | 49.48 | NA | NA | … | … | 0.00 | 24.44 | 23.20 | 30.67 | 35.01 | 18.74 | 3.16 | 10.01 | 8.88 | 6.61 | 13.39 | 17.88 |
| Yield(%) | 0.00 | 0.00 | 0.20 | 2.17 | 5.94 | 5.12 | 3.84 | … | … | 0.00 | 0.00 | 0.20 | 0.34 | 3.33 | 7.41 | 9.79 | 5.84 | 21.15 | 0.00 | 0.00 | 0.00 |
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 |
|---|---|---|---|---|
| BURMX (Burnham Financial Services B) |
-13.01%
Feb 2006 – Feb 2009 |
-6.73%
Feb 2004 – Feb 2009 |
2.94%
Sep 2001 – Sep 2011 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BURMX (Burnham Financial Services B) |
19.74%
Dec 2001 – Dec 2004 |
14.72%
Dec 2001 – Dec 2006 |
6.17%
Feb 2001 – Feb 2011 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart