Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CSEF (Case Financial, Inc.) | NA | NA | NA | -100.00% | -100.00% | NA | NA | … | … |
Data as of 12/24/2013, Common starting date is 12/20/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CSEF (Case Financial, Inc.) | 12/20/1999 | 12/24/2013 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2013 | 2012 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | NA | NA | NA | -100.00 | -100.00 | NA | NA | … | … | 0.00 | 0.00 | -50.00 | -66.41 | -74.10 | 118.18 | 37.50 | -46.67 | -66.67 | 246.15 | 28.11 | -89.64 | -17.92 |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | NA | … | … | NA | 1.00 | -0.11 | -0.31 | -0.48 | 0.69 | 0.19 | -0.31 | -0.31 | 1.08 | 0.11 | -0.37 | -0.55 |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | NA | … | … | NA | NA | 476.07 | 217.40 | 162.45 | 166.61 | 189.37 | 152.13 | 217.05 | 225.95 | 231.97 | 253.56 | 186.76 |
| Draw Down(%) | NA | 100.00 | 100.00 | 100.00 | 100.00 | NA | NA | … | … | 100.00 | NA | 80.00 | 93.10 | 87.03 | 78.95 | 74.19 | 89.09 | 76.47 | 58.33 | 77.50 | 98.67 | 27.68 |
| Yield(%) | NA | 0.00 | NA | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | NA | 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 12/24/2013, Common starting date is 12/20/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CSEF (Case Financial, Inc.) |
-100.00%
May 2007 – May 2010 |
-100.00%
May 2005 – May 2010 |
-100.00%
May 2000 – May 2010 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CSEF (Case Financial, Inc.) |
52.20%
Jul 2001 – Jul 2004 |
30.58%
Aug 2001 – Aug 2006 |
-27.53%
Feb 2003 – Feb 2013 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart