Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FBPMX (FBR Mid Cap I) | NA | 1.30% | 8.81% | NA | NA | NA | NA | … | … |
Data as of 11/02/2012, Common starting date is 06/04/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FBPMX (FBR Mid Cap I) | 06/04/2008 | 11/02/2012 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.04 | 1.30 | 8.81 | NA | NA | NA | NA | … | … | 1.25 | -1.64 | 20.03 | 32.74 | -30.63 |
| Sharpe Ratio | NA | 0.07 | 0.44 | NA | NA | NA | NA | … | … | 0.10 | -0.07 | 1.11 | 1.23 | -1.05 |
| Standard Deviation(%) | NA | 17.02 | 19.80 | NA | NA | NA | NA | … | … | 15.02 | 24.90 | 17.94 | 26.45 | 45.25 |
| Draw Down(%) | NA | 15.57 | 21.49 | NA | NA | NA | NA | … | … | 15.57 | 21.49 | 14.24 | 20.81 | 43.82 |
| Yield(%) | 0.00 | 0.33 | 0.44 | 0.53 | 0.26 | 0.18 | 0.13 | … | … | 0.00 | 0.33 | 0.34 | 0.64 | 1.52 |
Data as of 11/02/2012, Common starting date is 06/04/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FBPMX (FBR Mid Cap I) |
3.76%
Aug 2008 – Aug 2011 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FBPMX (FBR Mid Cap I) |
24.45%
Feb 2009 – Feb 2012 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart