Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GRVLX (Gratio Values) | NA | -2.16% | 4.21% | 4.51% | NA | NA | NA | … | … |
Data as of 02/27/2013, Common starting date is 02/27/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GRVLX (Gratio Values) | 02/27/2008 | 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 | -2.16 | 4.21 | 4.51 | NA | NA | NA | … | … | 0.00 | 8.46 | -11.24 | 17.86 | 36.52 | -19.50 |
| Sharpe Ratio | NA | -0.25 | 0.23 | 0.21 | NA | NA | NA | … | … | 0.00 | 0.83 | -0.47 | 1.02 | 1.43 | -0.91 |
| Standard Deviation(%) | NA | 8.99 | 17.89 | 21.10 | NA | NA | NA | … | … | NA | 10.21 | 23.98 | 17.40 | 25.52 | 25.75 |
| Draw Down(%) | NA | 11.78 | 25.91 | 32.80 | NA | NA | NA | … | … | 0.00 | 11.78 | 25.91 | 15.02 | 20.28 | 31.90 |
| Yield(%) | 0.00 | 0.00 | 1.95 | 1.29 | 0.65 | 0.43 | 0.32 | … | … | 0.00 | 0.00 | 3.29 | 2.02 | 0.00 | 0.00 |
Data as of 02/27/2013, Common starting date is 02/27/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GRVLX (Gratio Values) |
3.21%
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 |
|---|---|---|---|---|
| GRVLX (Gratio Values) |
20.72%
Feb 2009 – Feb 2012 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart