Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GRBS (GREER BANCSHARES INC) | NA | 120.10% | 70.85% | 63.60% | 1.18% | NA | NA | … | … |
Data as of 03/20/2017, Common starting date is 05/18/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GRBS (GREER BANCSHARES INC) | 05/18/2004 | 03/20/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 120.10 | 70.85 | 63.60 | 1.18 | NA | NA | … | … | 1.10 | 141.51 | 28.00 | 44.23 | 46.48 | 153.57 | -39.13 | -54.00 | -16.67 | -59.83 | -33.04 | -8.95 | 59.24 | 5.79 |
| Sharpe Ratio | NA | 2.03 | 1.16 | 0.64 | -0.21 | NA | NA | … | … | -0.74 | 2.43 | 0.27 | 0.61 | 0.40 | 1.05 | -0.45 | -0.78 | -0.28 | -0.66 | -1.47 | -1.69 | 1.48 | -0.29 |
| Standard Deviation(%) | NA | 42.31 | 40.94 | 65.35 | 91.42 | NA | NA | … | … | 23.63 | 43.98 | 35.45 | 42.34 | 70.73 | 130.85 | 128.56 | 93.32 | 124.49 | 120.40 | 37.59 | 18.63 | 25.86 | 50.02 |
| Draw Down(%) | NA | 14.08 | 22.75 | 49.44 | 95.07 | NA | NA | … | … | 7.22 | 14.08 | 22.75 | 18.24 | 48.56 | 38.89 | 77.47 | 72.94 | 66.64 | 77.16 | 44.43 | 22.31 | 8.92 | 21.62 |
| Yield(%) | 0.00 | 0.00 | 1.42 | 2.00 | 0.55 | 1.24 | 0.93 | … | … | 0.00 | 2.08 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 3.29 | 2.83 | 2.41 | 3.66 | 2.65 |
Data as of 03/20/2017, Common starting date is 05/18/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GRBS (GREER BANCSHARES INC) |
-54.87%
Aug 2008 – Aug 2011 |
-43.12%
Aug 2006 – Aug 2011 |
-9.26%
Sep 2005 – Sep 2015 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GRBS (GREER BANCSHARES INC) |
82.36%
Aug 2011 – Aug 2014 |
75.31%
Dec 2011 – Dec 2016 |
1.41%
Jan 2007 – Jan 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart