Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CVF (Castle Convertible Fund Inc) | NA | 7.75% | 5.05% | -10.89% | -3.06% | 3.34% | 8.11% | … | … |
Data as of 04/26/2012, Common starting date is 03/17/1992
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CVF (Castle Convertible Fund Inc) | 03/17/1992 | 04/26/2012 |
| 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | |
|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 7.75 | 5.05 | -10.89 | -3.06 | 3.34 | 8.11 | … | … |
| 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(%) | 0.00 | 0.00 | 2.57 | 3.83 | 7.26 | 12.74 | … | … |
Data as of 04/26/2012, Common starting date is 03/17/1992
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CVF (Castle Convertible Fund Inc) |
-22.29%
Aug 2007 – Aug 2010 |
-11.46%
Aug 2005 – Aug 2010 |
-2.85%
Aug 2000 – Aug 2010 |
5.02%
Aug 1995 – Aug 2010 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CVF (Castle Convertible Fund Inc) |
36.74%
Dec 1994 – Dec 1997 |
28.32%
Dec 1992 – Dec 1997 |
20.54%
Apr 1992 – Apr 2002 |
15.65%
May 1992 – May 2007 |
Annualized Rolling Returns Comparison Chart