Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FBRVX (FBR Focus Investor) | NA | 31.62% | 21.02% | 6.90% | 14.52% | NA | NA | … | … |
Data as of 11/02/2012, Common starting date is 01/29/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FBRVX (FBR Focus Investor) | 01/29/1998 | 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 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 31.62 | 21.02 | 6.90 | 14.52 | NA | NA | … | … | 11.03 | 17.97 | 24.52 | 34.80 | -33.85 | 2.30 | 28.49 | 2.32 | 30.65 | 45.77 | 2.63 | 32.63 | -8.79 | 19.62 | -1.71 |
| Sharpe Ratio | NA | 1.25 | 0.91 | 0.23 | 0.59 | NA | NA | … | … | 1.06 | 0.53 | 1.15 | 1.13 | -0.83 | -0.06 | 1.65 | 0.01 | 2.76 | 3.47 | 0.07 | 1.27 | -0.41 | 1.09 | -0.24 |
| Standard Deviation(%) | NA | 25.23 | 23.01 | 29.19 | 22.72 | NA | NA | … | … | 12.46 | 34.02 | 21.16 | 30.62 | 41.59 | 12.18 | 15.38 | 13.62 | 10.76 | 12.99 | 22.07 | 24.27 | 30.96 | 14.98 | 21.30 |
| Draw Down(%) | NA | 11.08 | 18.55 | 50.66 | 52.06 | NA | NA | … | … | 8.30 | 18.55 | 17.90 | 25.16 | 48.61 | 9.08 | 13.77 | 13.95 | 6.63 | 9.12 | 28.12 | 23.21 | 23.38 | 15.99 | 37.25 |
| Yield(%) | 0.00 | 10.58 | 6.09 | 4.46 | 6.68 | 6.27 | 4.70 | … | … | 0.00 | 10.43 | 4.09 | 0.00 | 9.66 | 1.17 | 0.42 | 1.74 | 1.76 | 0.12 | 0.00 | 1.05 | 3.53 | 0.00 | 2.63 |
Data as of 11/02/2012, Common starting date is 01/29/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FBRVX (FBR Focus Investor) |
-11.46%
Feb 2006 – Feb 2009 |
-0.80%
Feb 2004 – Feb 2009 |
7.72%
Feb 1999 – Feb 2009 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FBRVX (FBR Focus Investor) |
33.61%
Feb 2009 – Feb 2012 |
25.41%
Mar 2001 – Mar 2006 |
15.21%
Sep 2002 – Sep 2012 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart