Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CNGIX (CNI Charter Large Cap Gr Eq Servicing) | NA | -3.95% | 1.60% | -0.85% | 3.53% | NA | NA | … | … |
Data as of 01/07/2013, Common starting date is 02/10/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CNGIX (CNI Charter Large Cap Gr Eq Servicing) | 02/10/2000 | 01/07/2013 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -3.95 | 1.60 | -0.85 | 3.53 | NA | NA | … | … | 0.00 | -2.31 | -4.07 | 13.96 | 30.01 | -33.41 | 9.42 | 8.70 | 3.01 | 5.90 | 23.18 | -20.32 | -10.10 | -19.15 |
| Sharpe Ratio | NA | -0.19 | 0.07 | -0.04 | 0.11 | NA | NA | … | … | 0.00 | -0.12 | -0.16 | 0.80 | 1.24 | -0.88 | 0.43 | 0.53 | 0.08 | 0.44 | 1.37 | -0.85 | -0.50 | -0.95 |
| Standard Deviation(%) | NA | 21.00 | 22.08 | 27.02 | 21.47 | NA | NA | … | … | NA | 19.41 | 25.69 | 17.32 | 24.14 | 38.70 | 15.06 | 10.22 | 10.19 | 11.32 | 16.45 | 25.21 | 25.01 | 26.67 |
| Draw Down(%) | NA | 19.30 | 21.35 | 45.22 | 46.64 | NA | NA | … | … | 0.00 | 19.30 | 21.35 | 14.80 | 20.69 | 44.12 | 9.26 | 8.84 | 7.11 | 10.68 | 11.66 | 30.08 | 31.39 | 28.81 |
| Yield(%) | 0.00 | 17.62 | 6.68 | 3.81 | 2.98 | 1.26 | 0.94 | … | … | 0.00 | 17.58 | 0.20 | 0.79 | 0.69 | 0.45 | 0.54 | 0.28 | 0.26 | 0.41 | 0.24 | 1.66 | 0.00 | 0.00 |
Data as of 01/07/2013, Common starting date is 02/10/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CNGIX (CNI Charter Large Cap Gr Eq Servicing) |
-18.71%
Mar 2000 – Mar 2003 |
-7.01%
Mar 2000 – Mar 2005 |
-3.43%
Jun 2000 – Jun 2010 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CNGIX (CNI Charter Large Cap Gr Eq Servicing) |
21.54%
Feb 2009 – Feb 2012 |
11.62%
Sep 2002 – Sep 2007 |
6.87%
Sep 2002 – Sep 2012 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart