Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DFZ (R.G. Barry Corp) | NA | 18.79% | 30.36% | 19.35% | 24.13% | 9.04% | 3.07% | … | … |
Data as of 09/03/2014, Common starting date is 03/17/1992
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DFZ (R.G. Barry Corp) | 03/17/1992 | 09/03/2014 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.11 | 18.79 | 30.36 | 19.35 | 24.13 | 9.04 | 3.07 | … | … | -1.11 | 38.32 | 20.88 | 11.42 | 32.38 | 73.23 | -26.24 | -2.89 | 17.86 | 75.00 | -19.82 | 6.81 | -34.87 | 165.13 | -40.50 | -63.64 | -5.34 | 5.64 | -29.49 | 133.60 | -2.69 | 106.92 | 22.83 |
| Sharpe Ratio | NA | 0.86 | 0.87 | 0.55 | 0.57 | NA | NA | … | … | -0.08 | 1.33 | 0.67 | 0.23 | 0.98 | 1.34 | -0.73 | -0.12 | 0.41 | 1.68 | -0.21 | 0.11 | -1.01 | 3.26 | -0.62 | -1.06 | -0.21 | -1.51 | -0.73 | 2.56 | -0.10 | 2.60 | 0.64 |
| Standard Deviation(%) | NA | 21.70 | 32.63 | 34.93 | 40.86 | NA | NA | … | … | 20.28 | 28.87 | 31.50 | 50.19 | 32.94 | 54.52 | 36.90 | 51.49 | 35.71 | 43.44 | 99.43 | 57.07 | 35.59 | 51.15 | 71.86 | 63.37 | 42.06 | 32.70 | 45.09 | 50.73 | 58.95 | 40.14 | 42.30 |
| Draw Down(%) | NA | 13.67 | 25.41 | 35.28 | 62.35 | NA | NA | … | … | 12.29 | 19.83 | 19.49 | 35.28 | 18.08 | 18.77 | 44.20 | 45.47 | 19.03 | 18.37 | 67.66 | 51.16 | 50.39 | 28.16 | 52.60 | 72.83 | 36.45 | 24.72 | 33.54 | 18.48 | 57.42 | 23.53 | 18.11 |
| Yield(%) | 0.00 | 1.73 | 3.36 | 3.10 | 6.32 | 1.78 | 0.40 | … | … | 0.52 | 1.93 | 3.34 | 2.42 | 2.80 | 5.89 | 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 09/03/2014, 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 |
|---|---|---|---|---|
| DFZ (R.G. Barry Corp) |
-43.35%
Mar 1998 – Mar 2001 |
-33.53%
Nov 1995 – Nov 2000 |
-17.73%
Jul 1994 – Jul 2004 |
-3.13%
Sep 1994 – Sep 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DFZ (R.G. Barry Corp) |
93.72%
Jun 2004 – Jun 2007 |
36.40%
May 1993 – May 1998 |
29.69%
Jun 2004 – Jun 2014 |
10.68%
Jun 1992 – Jun 2007 |
Annualized Rolling Returns Comparison Chart