Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FBRUX (FBR Small Cap Financial I) | NA | 26.48% | 10.01% | 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 |
|---|---|---|
| FBRUX (FBR Small Cap Financial 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 (%) | -0.01 | 26.48 | 10.01 | NA | NA | NA | NA | … | … | 18.17 | -12.65 | 17.74 | 19.89 | -3.23 |
| Sharpe Ratio | NA | 1.44 | 0.42 | NA | NA | NA | NA | … | … | 1.38 | -0.44 | 0.75 | 0.55 | -0.16 |
| Standard Deviation(%) | NA | 18.40 | 23.76 | NA | NA | NA | NA | … | … | 15.91 | 28.77 | 23.51 | 35.68 | 37.84 |
| Draw Down(%) | NA | 12.80 | 36.22 | NA | NA | NA | NA | … | … | 12.80 | 32.45 | 26.06 | 18.67 | 24.83 |
| Yield(%) | 0.00 | 3.41 | 2.42 | 1.93 | 0.96 | 0.64 | 0.48 | … | … | 0.00 | 2.73 | 2.25 | 1.43 | 2.12 |
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 |
|---|---|---|---|---|
| FBRUX (FBR Small Cap Financial I) |
-1.08%
Sep 2008 – Sep 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 |
|---|---|---|---|---|
| FBRUX (FBR Small Cap Financial I) |
15.69%
Feb 2009 – Feb 2012 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart