Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CHUX (O’Charley’s LLC) | NA | 43.86% | 13.44% | -14.38% | -8.35% | 0.30% | 5.36% | … | … |
Data as of 05/09/2012, Common starting date is 01/17/1991
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CHUX (O’Charley’s LLC) | 01/17/1991 | 05/09/2012 |
| 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 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.00 | 43.86 | 13.44 | -14.38 | -8.35 | 0.30 | 5.36 | … | … | 79.23 | -23.75 | 9.92 | 227.50 | -86.43 | -28.86 | 37.20 | -20.66 | 8.91 | -12.57 | 10.91 | 3.93 | 35.75 | -7.08 | 21.03 | 34.62 | -11.86 | 34.09 | 13.79 | 38.10 | 75.00 | 55.04 |
| Sharpe Ratio | NA | 0.64 | 0.16 | -0.17 | -0.13 | NA | NA | … | … | 6.66 | -0.37 | 0.18 | 1.98 | -0.78 | -0.70 | 1.10 | -0.64 | 0.24 | -0.31 | 0.21 | 0.03 | 0.60 | -0.25 | 0.29 | -0.51 | -0.27 | 0.55 | 0.22 | 0.57 | 1.22 | 0.76 |
| Standard Deviation(%) | NA | 68.25 | 65.48 | 88.91 | 73.40 | NA | NA | … | … | 63.37 | 64.78 | 55.99 | 115.00 | 112.36 | 45.87 | 30.92 | 35.56 | 32.96 | 42.64 | 46.27 | 51.45 | 52.59 | 40.78 | 60.81 | 39.99 | 57.17 | 55.24 | 48.68 | 62.65 | 58.95 | 71.42 |
| Draw Down(%) | NA | 42.61 | 59.50 | 94.60 | 95.00 | NA | NA | … | … | 4.00 | 44.21 | 52.91 | 52.08 | 91.65 | 41.28 | 18.75 | 42.44 | 26.84 | 38.08 | 37.76 | 33.57 | 35.82 | 37.05 | 51.27 | 18.93 | 38.23 | 35.08 | 35.79 | 22.14 | 31.47 | 31.60 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.33 | 0.15 | 0.17 | 0.22 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 1.21 | 0.85 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 05/09/2012, Common starting date is 01/17/1991
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CHUX (O'Charley's LLC) |
-49.24%
Feb 2006 – Feb 2009 |
-35.17%
Dec 2003 – Dec 2008 |
-17.53%
Dec 1998 – Dec 2008 |
-7.34%
Dec 1993 – Dec 2008 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CHUX (O'Charley's LLC) |
63.68%
Feb 2009 – Feb 2012 |
37.17%
Apr 1991 – Apr 1996 |
25.02%
Apr 1991 – Apr 2001 |
15.67%
Feb 1991 – Feb 2006 |
Annualized Rolling Returns Comparison Chart