Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EQUI (EquiFin Inc) | NA | NA | NA | NA | -16.74% | -25.60% | -23.19% | … | … |
Data as of 07/16/2014, Common starting date is 02/05/1987
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EQUI (EquiFin Inc) | 02/05/1987 | 07/16/2014 |
| 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | |
|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | NA | NA | NA | -16.74 | -25.60 | -23.19 | … | … |
| 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(%) | NA | NA | NA | 0.00 | 0.00 | 0.00 | … | … |
Data as of 07/16/2014, Common starting date is 02/05/1987
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EQUI (EquiFin Inc) |
-100.00%
Jun 2002 – Jun 2005 |
-100.00%
Jun 2000 – Jun 2005 |
-100.00%
Jun 1995 – Jun 2005 |
-100.00%
Jun 1990 – Jun 2005 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EQUI (EquiFin Inc) |
79.15%
Dec 2000 – Dec 2003 |
31.27%
Sep 1992 – Sep 1997 |
-1.16%
Oct 1993 – Oct 2003 |
-14.53%
Oct 1988 – Oct 2003 |
Annualized Rolling Returns Comparison Chart