Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GMSFX (Generations Multi-Strat) | NA | -15.34% | 1.12% | NA | NA | NA | NA | … | … |
Data as of 02/27/2013, Common starting date is 10/30/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GMSFX (Generations Multi-Strat) | 10/30/2008 | 02/27/2013 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -15.34 | 1.12 | NA | NA | NA | NA | … | … | 0.28 | -7.58 | -0.59 | 14.34 | 25.26 | -9.77 |
| Sharpe Ratio | NA | -0.82 | 0.07 | NA | NA | NA | NA | … | … | 2.49 | -0.42 | -0.03 | 0.82 | 0.92 | -0.76 |
| Standard Deviation(%) | NA | 18.88 | 19.66 | NA | NA | NA | NA | … | … | 0.72 | 18.44 | 22.32 | 17.30 | 27.46 | 60.56 |
| Draw Down(%) | NA | 16.20 | 21.12 | NA | NA | NA | NA | … | … | 0.00 | 16.20 | 21.12 | 16.89 | 25.65 | 24.64 |
| Yield(%) | 0.00 | 0.00 | 2.62 | 1.81 | 0.90 | 0.60 | 0.45 | … | … | 0.00 | 0.00 | 6.84 | 0.10 | 0.00 | 0.00 |
Data as of 02/27/2013, Common starting date is 10/30/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GMSFX (Generations Multi-Strat) |
1.66%
Dec 2009 – Dec 2012 |
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 |
|---|---|---|---|---|
| GMSFX (Generations Multi-Strat) |
23.73%
Feb 2009 – Feb 2012 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart