Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CNQR (Concur Technologies Inc) | NA | 35.44% | 35.25% | 27.55% | 29.92% | 10.76% | NA | … | … |
Data as of 12/04/2014, Common starting date is 12/16/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CNQR (Concur Technologies Inc) | 12/16/1998 | 12/04/2014 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.02 | 35.44 | 35.25 | 27.55 | 29.92 | 10.76 | NA | … | … | 24.81 | 52.81 | 32.94 | -2.20 | 21.47 | 30.26 | -9.36 | 125.75 | 24.44 | 44.67 | -8.24 | 202.49 | 74.46 | 65.77 | -96.17 | -4.92 | 56.41 |
| Sharpe Ratio | NA | 1.00 | 1.25 | 0.81 | 0.65 | NA | NA | … | … | 0.71 | 1.88 | 1.07 | -0.05 | 0.72 | 0.54 | -0.13 | 2.81 | 0.50 | 1.11 | -0.20 | 3.05 | 0.80 | 0.48 | -0.72 | -0.06 | 69,867.90 |
| Standard Deviation(%) | NA | 35.57 | 31.88 | 33.86 | 44.82 | NA | NA | … | … | 37.98 | 28.05 | 31.10 | 43.66 | 29.54 | 55.39 | 76.09 | 43.96 | 42.64 | 38.30 | 47.06 | 66.10 | 91.68 | 134.17 | 139.22 | 145.63 | 112.51 |
| Draw Down(%) | NA | 40.74 | 40.74 | 40.74 | 62.44 | NA | NA | … | … | 40.74 | 19.36 | 19.66 | 40.38 | 14.55 | 45.93 | 58.82 | 16.01 | 37.38 | 20.31 | 30.83 | 28.82 | 62.43 | 84.50 | 96.78 | 81.60 | 9.17 |
| Yield(%) | 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 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 12/04/2014, Common starting date is 12/16/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CNQR (Concur Technologies Inc) |
-60.70%
Sep 1999 – Sep 2002 |
-24.33%
Mar 1999 – Mar 2004 |
-8.20%
Mar 1999 – Mar 2009 |
5.38%
Mar 1999 – Mar 2014 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CNQR (Concur Technologies Inc) |
230.59%
Mar 2001 – Mar 2004 |
126.62%
Mar 2001 – Mar 2006 |
67.98%
Mar 2001 – Mar 2011 |
17.71%
Oct 1999 – Oct 2014 |
Annualized Rolling Returns Comparison Chart