Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FBRTX (FBR Technology Investor) | NA | 0.56% | 5.76% | -2.14% | 7.00% | NA | NA | … | … |
Data as of 11/02/2012, Common starting date is 02/07/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FBRTX (FBR Technology Investor) | 02/07/2002 | 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 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.02 | 0.56 | 5.76 | -2.14 | 7.00 | NA | NA | … | … | 4.48 | -10.77 | 12.73 | 54.93 | -42.89 | 9.24 | 9.24 | 11.79 | 6.65 | 52.85 | -24.50 |
| Sharpe Ratio | NA | 0.03 | 0.25 | -0.09 | 0.28 | NA | NA | … | … | 0.30 | -0.37 | 0.64 | 2.57 | -1.22 | 0.39 | 0.38 | 0.79 | 0.30 | 2.41 | -0.76 |
| Standard Deviation(%) | NA | 20.29 | 22.89 | 26.14 | 22.42 | NA | NA | … | … | 17.69 | 29.59 | 19.65 | 21.35 | 35.79 | 16.01 | 15.65 | 12.19 | 18.99 | 21.67 | 37.06 |
| Draw Down(%) | NA | 16.64 | 27.10 | 54.37 | 54.54 | NA | NA | … | … | 16.64 | 27.10 | 14.65 | 13.63 | 52.43 | 11.12 | 16.77 | 8.66 | 22.87 | 13.91 | 46.87 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 1.86 | 5.20 | 2.69 | 2.02 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 10.52 | 3.50 | 5.63 | 14.31 | 2.52 | 0.00 |
Data as of 11/02/2012, Common starting date is 02/07/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FBRTX (FBR Technology Investor) |
-14.77%
Feb 2006 – Feb 2009 |
-6.05%
Feb 2004 – Feb 2009 |
5.11%
May 2002 – May 2012 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FBRTX (FBR Technology Investor) |
29.13%
Sep 2002 – Sep 2005 |
21.89%
Sep 2002 – Sep 2007 |
10.22%
Sep 2002 – Sep 2012 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart