Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CFNL (Cardinal Financial Corp) | NA | 38.25% | 19.99% | 22.23% | 13.00% | 15.05% | NA | … | … |
Data as of 04/21/2017, Common starting date is 07/24/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CFNL (Cardinal Financial Corp) | 07/24/1998 | 04/21/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.83 | 38.25 | 19.99 | 22.23 | 13.00 | 15.05 | NA | … | … | -11.06 | 47.24 | 17.14 | 12.40 | 11.94 | 54.04 | -6.63 | 34.12 | 54.42 | -38.63 | -8.69 | -6.49 | -1.16 | 34.70 | 90.11 | -31.82 | 89.04 | -40.00 | -11.76 | -27.92 |
| Sharpe Ratio | NA | 1.37 | 0.79 | 0.88 | 0.30 | NA | NA | … | … | -1.22 | 1.61 | 0.78 | 0.55 | 0.48 | 2.30 | -0.16 | 0.94 | 0.95 | -0.49 | -0.42 | -0.29 | -0.13 | 1.33 | 3.11 | -0.70 | 1.88 | -0.64 | -0.30 | -0.99 |
| Standard Deviation(%) | NA | 27.71 | 25.04 | 24.91 | 41.02 | NA | NA | … | … | 26.65 | 29.12 | 21.94 | 22.45 | 24.92 | 23.69 | 40.64 | 36.02 | 57.41 | 80.79 | 27.73 | 34.05 | 26.54 | 25.32 | 28.77 | 47.00 | 47.06 | 68.40 | 49.69 | 55.90 |
| Draw Down(%) | NA | 20.62 | 28.21 | 28.21 | 57.71 | NA | NA | … | … | 16.67 | 21.93 | 12.21 | 13.40 | 20.54 | 12.07 | 31.73 | 23.01 | 20.25 | 54.33 | 19.60 | 27.44 | 28.99 | 13.18 | 13.35 | 42.28 | 20.18 | 47.92 | 34.78 | 39.51 |
| Yield(%) | 0.00 | 2.29 | 2.44 | 3.07 | 2.19 | 3.60 | 1.09 | … | … | 0.40 | 2.20 | 2.27 | 1.93 | 1.38 | 1.85 | 1.00 | 0.90 | 0.72 | 0.44 | 0.39 | 0.35 | 0.09 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 04/21/2017, Common starting date is 07/24/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CFNL (Cardinal Financial Corp) |
-24.51%
Mar 2006 – Mar 2009 |
-9.47%
Mar 2004 – Mar 2009 |
-2.41%
Nov 1998 – Nov 2008 |
5.51%
Sep 1998 – Sep 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CFNL (Cardinal Financial Corp) |
39.04%
Feb 2002 – Feb 2005 |
28.63%
Nov 2008 – Nov 2013 |
14.89%
Oct 2002 – Oct 2012 |
16.08%
Feb 2002 – Feb 2017 |
Annualized Rolling Returns Comparison Chart