Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CASB (Cascade Financial Corp) | NA | -4.26% | -58.51% | -49.95% | -19.80% | -15.26% | NA | … | … |
Data as of 06/30/2011, Common starting date is 09/17/1992
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CASB (Cascade Financial Corp) | 09/17/1992 | 06/30/2011 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.56 | -4.26 | -58.51 | -49.95 | -19.80 | -15.26 | NA | … | … | -2.17 | -79.19 | -58.91 | -58.55 | -18.81 | 22.50 | -4.20 | -1.78 | 104.86 | 54.52 | 2.31 | -36.52 | 1.54 | 22.66 | 2.68 | 21.27 | 52.29 | 21.19 | 153.19 | 10.24 |
| Sharpe Ratio | NA | -0.04 | -0.53 | -0.54 | -0.26 | NA | NA | … | … | -0.05 | -0.63 | -0.51 | -0.83 | -0.87 | 1.14 | -0.27 | -0.10 | 3.98 | 1.49 | 0.00 | -0.56 | -0.02 | 0.21 | -0.48 | 0.25 | 0.80 | 0.22 | 1.69 | 0.42 |
| Standard Deviation(%) | NA | 115.92 | 111.41 | 94.25 | 79.89 | NA | NA | … | … | 81.20 | 125.22 | 115.55 | 71.55 | 25.28 | 16.97 | 23.39 | 28.03 | 26.17 | 35.96 | 48.90 | 73.00 | 73.78 | 88.95 | 110.19 | 70.03 | 60.55 | 81.73 | 85.80 | 100.28 |
| Draw Down(%) | NA | 55.38 | 96.93 | 98.30 | 98.30 | NA | NA | … | … | 51.81 | 90.33 | 71.37 | 64.94 | 27.05 | 7.41 | 20.93 | 24.02 | 11.47 | 19.05 | 20.50 | 55.75 | 30.61 | 37.50 | 28.57 | 25.73 | 10.96 | 34.20 | 22.15 | 19.17 |
| Yield(%) | 0.00 | 0.00 | 0.97 | 1.11 | 2.15 | 0.56 | 1.52 | … | … | 0.00 | 0.00 | 1.10 | 2.29 | 1.95 | 1.68 | 1.41 | 1.20 | 1.17 | 0.41 | 0.61 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 4.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/30/2011, Common starting date is 09/17/1992
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CASB (Cascade Financial Corp) |
-73.29%
Aug 2007 – Aug 2010 |
-53.15%
Aug 2005 – Aug 2010 |
-22.08%
Aug 2000 – Aug 2010 |
-16.68%
Aug 1995 – Aug 2010 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CASB (Cascade Financial Corp) |
71.69%
Jun 1993 – Jun 1996 |
48.75%
Jun 1993 – Jun 1998 |
23.85%
Sep 1993 – Sep 2003 |
20.50%
Oct 1992 – Oct 2007 |
Annualized Rolling Returns Comparison Chart