Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ESGIX (Dana Epiphany ESG Equity Fund Institutional Class Shares) | NA | -3.53% | 8.73% | 4.00% | 7.59% | 4.25% | NA | … | … |
Data as of 02/26/2013, Common starting date is 12/05/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ESGIX (Dana Epiphany ESG Equity Fund Institutional Class Shares) | 12/05/1997 | 02/26/2013 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -3.53 | 8.73 | 4.00 | 7.59 | 4.25 | NA | … | … | 0.00 | 9.25 | -1.13 | 18.60 | 35.30 | -36.29 | 17.43 | 5.92 | 7.12 | 7.28 | 28.82 | -25.29 | -25.76 | -8.19 | 58.29 | 24.39 | -0.87 |
| Sharpe Ratio | NA | -0.35 | 0.45 | 0.15 | 0.32 | NA | NA | … | … | 0.00 | 0.86 | -0.05 | 0.91 | 1.46 | -0.99 | 0.89 | 0.21 | 0.46 | 0.50 | 1.65 | -1.08 | -1.00 | -0.33 | 2.40 | 0.90 | -0.81 |
| Standard Deviation(%) | NA | 9.89 | 19.47 | 25.14 | 20.51 | NA | NA | … | … | NA | 10.76 | 25.50 | 20.40 | 24.05 | 37.54 | 16.35 | 12.72 | 10.85 | 12.77 | 17.07 | 24.45 | 28.41 | 37.02 | 22.91 | 23.37 | 19.47 |
| Draw Down(%) | NA | 12.38 | 19.05 | 45.48 | 48.33 | NA | NA | … | … | 0.00 | 12.38 | 19.05 | 18.14 | 18.92 | 45.71 | 9.66 | 13.06 | 6.62 | 12.83 | 9.24 | 30.15 | 40.16 | 26.41 | 11.51 | 26.08 | 6.66 |
| Yield(%) | 0.00 | 0.00 | 0.24 | 1.57 | 1.96 | 4.95 | 4.02 | … | … | 0.00 | 0.00 | 0.32 | 0.34 | 0.93 | 6.08 | 3.13 | 0.29 | 0.34 | 0.48 | 0.22 | 0.40 | 0.33 | 23.13 | 21.80 | 10.24 | 0.03 |
Data as of 02/26/2013, Common starting date is 12/05/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ESGIX (Dana Epiphany ESG Equity Fund Institutional Class Shares) |
-23.05%
Feb 2000 – Feb 2003 |
-9.44%
Aug 2000 – Aug 2005 |
-4.38%
Aug 2000 – Aug 2010 |
4.84%
Jan 1998 – Jan 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ESGIX (Dana Epiphany ESG Equity Fund Institutional Class Shares) |
25.12%
Feb 2009 – Feb 2012 |
13.07%
Sep 2002 – Sep 2007 |
7.45%
Jan 2003 – Jan 2013 |
4.84%
Jan 1998 – Jan 2013 |
Annualized Rolling Returns Comparison Chart