Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CASA (Casa Systems Inc) | NA | 101.58% | 41.56% | 8.91% | -4.39% | -0.29% | NA | … | … |
Data as of 05/09/2014, Common starting date is 04/26/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CASA (Casa Systems Inc) | 04/26/1996 | 05/09/2014 |
| 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | |
|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 101.58 | 41.56 | 8.91 | -4.39 | -0.29 | NA | … | … |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | … | … |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | … | … |
| Draw Down(%) | NA | NA | NA | NA | NA | NA | … | … |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … |
Data as of 05/09/2014, Common starting date is 04/26/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CASA (Casa Systems Inc) |
-54.03%
Aug 2008 – Aug 2011 |
-45.05%
Nov 2006 – Nov 2011 |
-18.15%
Aug 2001 – Aug 2011 |
-19.47%
Aug 1996 – Aug 2011 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CASA (Casa Systems Inc) |
61.35%
Mar 2003 – Mar 2006 |
38.14%
Dec 2000 – Dec 2005 |
5.17%
Jan 1998 – Jan 2008 |
0.89%
Apr 1999 – Apr 2014 |
Annualized Rolling Returns Comparison Chart