Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CSTR (Capstar Financial Holdings Inc) | NA | -12.16% | 11.56% | 13.26% | 12.14% | 13.68% | NA | … | … |
Data as of 07/01/2013, Common starting date is 07/03/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CSTR (Capstar Financial Holdings Inc) | 07/03/1997 | 07/01/2013 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.65 | -12.16 | 11.56 | 13.26 | 12.14 | 13.68 | NA | … | … | 15.94 | 13.96 | -19.14 | 103.17 | 42.39 | -30.69 | -7.92 | 33.90 | -14.91 | 48.15 | -20.04 | -9.40 | 63.93 | 8.93 | 30.23 | 17.74 | -15.07 |
| Sharpe Ratio | NA | -0.34 | 0.25 | 0.28 | 0.25 | NA | NA | … | … | 1.01 | 0.36 | -0.34 | 2.22 | 0.84 | -0.66 | -0.39 | 1.04 | -0.42 | 1.15 | -0.36 | -0.20 | 1.09 | 0.06 | 0.25 | 0.20 | -0.58 |
| Standard Deviation(%) | NA | 36.33 | 46.02 | 47.43 | 43.90 | NA | NA | … | … | 34.26 | 38.92 | 55.70 | 46.34 | 50.23 | 47.57 | 28.44 | 29.48 | 40.56 | 40.93 | 57.17 | 52.97 | 57.36 | 82.04 | 105.47 | 72.17 | 54.46 |
| Draw Down(%) | NA | 39.20 | 41.83 | 52.83 | 57.28 | NA | NA | … | … | 12.42 | 39.20 | 34.19 | 31.66 | 37.76 | 57.28 | 27.54 | 25.13 | 36.19 | 23.72 | 52.92 | 35.32 | 37.25 | 42.07 | 76.61 | 51.92 | 42.96 |
| 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 07/01/2013, Common starting date is 07/03/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CSTR (Capstar Financial Holdings Inc) |
-18.98%
Apr 2002 – Apr 2005 |
-5.94%
Apr 1999 – Apr 2004 |
-0.72%
Jun 1999 – Jun 2009 |
8.63%
Sep 1997 – Sep 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CSTR (Capstar Financial Holdings Inc) |
57.82%
Oct 1999 – Oct 2002 |
27.62%
Oct 1999 – Oct 2004 |
19.22%
May 2000 – May 2010 |
13.64%
May 1998 – May 2013 |
Annualized Rolling Returns Comparison Chart