Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EMSMX (Embarcadero Small-Cap Growth) | NA | -100.00% | -100.00% | -100.00% | -100.00% | NA | NA | … | … |
Data as of 12/31/2010, Common starting date is 04/24/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EMSMX (Embarcadero Small-Cap Growth) | 04/24/1996 | 12/31/2010 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | NA | -100.00 | -100.00 | -100.00 | -100.00 | NA | NA | … | … | -100.00 | 12.57 | -56.84 | -7.83 | 10.84 | -22.28 | -16.04 | 49.98 | -63.65 | -59.70 | -21.47 | 291.15 | 7.98 | -20.02 | -13.26 |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | NA | … | … | NA | 0.29 | -1.08 | -0.44 | 0.32 | -1.63 | -0.54 | 1.70 | -1.73 | -0.91 | -0.38 | 8.25 | 0.14 | -0.73 | -0.91 |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | NA | … | … | NA | 42.46 | 53.21 | 24.80 | 23.13 | 15.01 | 31.37 | 28.94 | 37.49 | 68.64 | 68.10 | 34.89 | 32.92 | 32.35 | 24.47 |
| Draw Down(%) | NA | 100.00 | 100.00 | 100.00 | 100.00 | NA | NA | … | … | 100.00 | 44.44 | 66.27 | 22.20 | 26.00 | 23.97 | 46.40 | 22.86 | 74.12 | 80.18 | 54.44 | 16.46 | 43.58 | 33.67 | 23.46 |
| Yield(%) | NA | 0.00 | 0.00 | 0.00 | 0.10 | 2.38 | 1.79 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 1.82 | 1.34 | 0.00 | 11.53 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 12/31/2010, Common starting date is 04/24/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EMSMX (Embarcadero Small-Cap Growth) |
-55.90%
Feb 2000 – Feb 2003 |
-39.70%
Aug 2000 – Aug 2005 |
-26.97%
Feb 2000 – Feb 2010 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EMSMX (Embarcadero Small-Cap Growth) |
74.86%
Feb 1997 – Feb 2000 |
5.29%
Sep 2002 – Sep 2007 |
-5.31%
Apr 1997 – Apr 2007 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart