Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CPSAX (PL Comstock 529 MT A) | NA | 5.99% | -1.05% | -7.55% | 1.30% | NA | NA | … | … |
Data as of 08/27/2012, Common starting date is 08/02/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CPSAX (PL Comstock 529 MT A) | 08/02/2002 | 08/27/2012 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.23 | 5.99 | -1.05 | -7.55 | 1.30 | NA | NA | … | … | 11.65 | -13.98 | -7.62 | 29.19 | -37.51 | -4.08 | 15.29 | 3.36 | 15.80 | 31.39 | -1.18 |
| Sharpe Ratio | NA | -0.22 | -0.06 | -0.27 | 0.01 | NA | NA | … | … | 1.63 | -0.33 | -0.71 | 1.00 | -0.90 | -0.48 | 1.39 | 0.14 | 1.49 | 2.10 | -0.15 |
| Standard Deviation(%) | NA | 18.23 | 18.04 | 29.72 | 21.87 | NA | NA | … | … | 11.21 | 30.34 | 18.08 | 29.12 | 42.42 | 14.87 | 8.63 | 8.61 | 9.97 | 14.62 | 25.35 |
| Draw Down(%) | NA | 17.08 | 29.56 | 59.20 | 60.28 | NA | NA | … | … | 8.27 | 17.08 | 15.05 | 29.99 | 49.48 | 13.31 | 5.67 | 5.48 | 6.96 | 11.05 | 19.39 |
| Yield(%) | 0.00 | 3.25 | 1.30 | 1.20 | 2.32 | 1.67 | 1.26 | … | … | 0.88 | 2.40 | 0.26 | 1.14 | 1.28 | 3.36 | 3.81 | 4.63 | 0.33 | 0.00 | 0.00 |
Data as of 08/27/2012, Common starting date is 08/02/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CPSAX (PL Comstock 529 MT A) |
-19.02%
Feb 2006 – Feb 2009 |
-9.21%
Feb 2004 – Feb 2009 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CPSAX (PL Comstock 529 MT A) |
18.64%
Feb 2003 – Feb 2006 |
13.66%
Sep 2002 – Sep 2007 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart