Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CVEAX (CNI Charter Large Cap Value Eq N) | NA | -57.25% | -22.15% | -17.37% | -3.59% | NA | NA | … | … |
Data as of 01/07/2013, Common starting date is 02/05/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CVEAX (CNI Charter Large Cap Value Eq N) | 02/05/2001 | 01/07/2013 |
| 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | |
|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -57.25 | -22.15 | -17.37 | -3.59 | NA | NA | … | … |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | … | … |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | … | … |
| Draw Down(%) | NA | NA | NA | NA | NA | NA | … | … |
| Yield(%) | 7.06 | 3.20 | 1.98 | 4.71 | 2.22 | 1.67 | … | … |
Data as of 01/07/2013, Common starting date is 02/05/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CVEAX (CNI Charter Large Cap Value Eq N) |
-21.57%
Dec 2009 – Dec 2012 |
-17.97%
Dec 2007 – Dec 2012 |
-3.12%
Dec 2002 – Dec 2012 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CVEAX (CNI Charter Large Cap Value Eq N) |
21.51%
Mar 2003 – Mar 2006 |
17.07%
Sep 2002 – Sep 2007 |
7.28%
Sep 2002 – Sep 2012 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart