Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EPFTX (Earnest Partners Fixed-Income Instl ) | NA | 3.08% | 6.79% | 3.08% | 3.62% | NA | NA | … | … |
Data as of 09/23/2011, Common starting date is 02/11/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EPFTX (Earnest Partners Fixed-Income Instl ) | 02/11/1997 | 09/23/2011 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.08 | 6.79 | 3.08 | 3.62 | NA | NA | … | … | 3.22 | 8.44 | 11.70 | -7.28 | 0.48 | 1.53 | 1.78 | 3.08 | 3.61 | 11.65 | 5.60 | 11.21 | -1.13 | 7.67 | 7.57 |
| Sharpe Ratio | NA | 0.78 | 1.44 | 0.47 | 0.54 | NA | NA | … | … | 1.48 | 2.17 | 2.32 | -1.38 | -0.75 | -0.73 | -0.16 | 0.54 | 0.63 | 2.04 | 0.70 | 1.89 | -1.01 | 0.81 | 1.32 |
| Standard Deviation(%) | NA | 3.89 | 4.64 | 4.41 | 4.29 | NA | NA | … | … | 2.97 | 3.85 | 5.01 | 5.97 | 3.58 | 2.60 | 2.98 | 3.90 | 4.63 | 5.16 | 4.56 | 3.70 | 4.46 | 5.19 | 3.70 |
| Draw Down(%) | NA | 2.52 | 6.03 | 11.96 | 11.96 | NA | NA | … | … | 1.24 | 2.52 | 4.90 | 11.68 | 3.18 | 3.20 | 2.16 | 4.49 | 4.99 | 2.95 | 3.87 | 2.83 | 3.23 | 4.95 | 1.61 |
| Yield(%) | 0.00 | 3.19 | 2.50 | 1.57 | 2.72 | 3.71 | 2.78 | … | … | 1.51 | 4.38 | 1.10 | 0.00 | 0.38 | 1.51 | 4.23 | 3.77 | 3.31 | 4.53 | 5.83 | 6.24 | 5.73 | 5.99 | 5.85 |
Data as of 09/23/2011, Common starting date is 02/11/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EPFTX (Earnest Partners Fixed-Income Instl ) |
-2.75%
Feb 2006 – Feb 2009 |
-1.00%
Feb 2004 – Feb 2009 |
2.79%
Nov 1998 – Nov 2008 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EPFTX (Earnest Partners Fixed-Income Instl ) |
10.04%
May 2000 – May 2003 |
7.19%
Sep 1997 – Sep 2002 |
5.33%
Mar 1997 – Mar 2007 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart