Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CSEFX (Contravisory Strategic Equity Investor) | NA | 12.61% | 14.31% | NA | NA | NA | NA | … | … |
Data as of 05/15/2015, Common starting date is 07/19/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CSEFX (Contravisory Strategic Equity Investor) | 07/19/2011 | 05/15/2015 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.17 | 12.61 | 14.31 | NA | NA | NA | NA | … | … | 1.26 | 7.33 | 29.31 | 13.63 | -12.09 |
| Sharpe Ratio | NA | 1.04 | 1.10 | NA | NA | NA | NA | … | … | 0.29 | 0.54 | 2.22 | 1.19 | -0.71 |
| Standard Deviation(%) | NA | 12.15 | 12.98 | NA | NA | NA | NA | … | … | 11.80 | 13.60 | 13.16 | 11.50 | 34.65 |
| Draw Down(%) | NA | 8.77 | 8.77 | NA | NA | NA | NA | … | … | 3.72 | 8.77 | 7.94 | 6.76 | 23.28 |
| Yield(%) | 0.00 | 14.80 | 7.77 | 4.39 | 2.20 | 1.46 | 1.10 | … | … | 4.34 | 10.16 | 3.11 | 1.07 | 0.05 |
Data as of 05/15/2015, Common starting date is 07/19/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CSEFX (Contravisory Strategic Equity Investor) |
13.04%
Apr 2012 – Apr 2015 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CSEFX (Contravisory Strategic Equity Investor) |
18.80%
Sep 2011 – Sep 2014 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart