Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CPEQX (Cookson Peirce Core Equity ) | NA | 5.95% | 19.45% | 2.32% | NA | NA | NA | … | … |
Data as of 04/12/2012, Common starting date is 08/29/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CPEQX (Cookson Peirce Core Equity ) | 08/29/2005 | 04/12/2012 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.95 | 19.45 | 2.32 | NA | NA | NA | … | … | -0.09 | 10.73 | 20.03 | 21.74 | -42.32 | 29.57 | 7.98 | 10.91 |
| Sharpe Ratio | NA | 0.24 | 0.82 | 0.06 | NA | NA | NA | … | … | -2.29 | 0.39 | 0.86 | 0.77 | -0.94 | 1.30 | 0.29 | 2.09 |
| Standard Deviation(%) | NA | 24.94 | 23.50 | 30.47 | NA | NA | NA | … | … | 0.16 | 27.12 | 23.21 | 28.29 | 46.02 | 20.50 | 16.44 | 15.73 |
| Draw Down(%) | NA | 22.89 | 22.89 | 56.91 | NA | NA | NA | … | … | 0.09 | 22.89 | 17.03 | 22.53 | 54.52 | 13.41 | 15.73 | 7.99 |
| Yield(%) | 0.00 | 8.51 | 4.64 | 2.70 | 1.74 | 1.16 | 0.87 | … | … | 0.00 | 8.76 | 0.20 | 0.00 | 0.00 | 5.03 | 0.00 | 0.00 |
Data as of 04/12/2012, Common starting date is 08/29/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CPEQX (Cookson Peirce Core Equity ) |
-13.57%
Feb 2006 – Feb 2009 |
0.36%
Sep 2006 – Sep 2011 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CPEQX (Cookson Peirce Core Equity ) |
23.24%
Feb 2009 – Feb 2012 |
3.88%
Dec 2006 – Dec 2011 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart