Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ELGIX (Elite Growth & Income) | NA | -0.38% | 5.62% | -0.57% | 4.23% | 0.08% | NA | … | … |
Data as of 03/01/2013, Common starting date is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ELGIX (Elite Growth & Income) | 06/21/1996 | 03/01/2013 |
| 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 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -0.38 | 5.62 | -0.57 | 4.23 | 0.08 | NA | … | … | 0.00 | 17.92 | -13.00 | 14.50 | 53.84 | -50.31 | 5.69 | 12.32 | 9.11 | 3.53 | 18.90 | -29.78 | -2.70 | 7.37 | -2.53 | 6.19 | 15.42 | -2.52 |
| Sharpe Ratio | NA | -0.03 | 0.28 | -0.02 | 0.11 | NA | NA | … | … | 0.00 | 1.17 | -0.49 | 0.83 | 1.34 | -0.94 | 0.15 | 0.71 | 0.62 | 0.19 | 1.07 | -1.12 | -0.29 | 0.16 | -0.42 | 0.18 | -2.58 | -0.42 |
| Standard Deviation(%) | NA | 13.96 | 20.18 | 34.32 | 26.76 | NA | NA | … | … | NA | 15.43 | 26.75 | 17.30 | 40.10 | 54.31 | 17.60 | 12.77 | 11.11 | 13.49 | 17.03 | 27.62 | 17.93 | 20.89 | 13.86 | 15.56 | 15.36 | 19.62 |
| Draw Down(%) | NA | 15.96 | 25.96 | 64.51 | 66.40 | NA | NA | … | … | 0.00 | 15.96 | 25.96 | 13.52 | 34.01 | 64.33 | 11.56 | 11.73 | 7.49 | 14.75 | 14.65 | 39.65 | 21.79 | 13.05 | 17.80 | 23.59 | 12.49 | 12.30 |
| Yield(%) | 0.00 | 0.00 | 0.12 | 0.41 | 5.48 | 2.44 | 2.22 | … | … | 0.00 | 0.00 | 0.32 | 0.00 | 2.05 | 0.58 | 21.03 | 12.78 | 6.45 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 03/01/2013, Common starting date is 06/21/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ELGIX (Elite Growth & Income) |
-22.50%
Feb 2006 – Feb 2009 |
-11.86%
Feb 2004 – Feb 2009 |
-6.98%
Feb 1999 – Feb 2009 |
-0.51%
Jul 1997 – Jul 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ELGIX (Elite Growth & Income) |
29.78%
Feb 2009 – Feb 2012 |
12.41%
Sep 2002 – Sep 2007 |
4.46%
Sep 2002 – Sep 2012 |
1.91%
Jul 1996 – Jul 2011 |
Annualized Rolling Returns Comparison Chart