Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HAEAX (Hillman Advantage Equity A) | NA | -9.16% | 2.12% | 0.31% | NA | NA | NA | … | … |
Data as of 03/26/2013, Common starting date is 07/26/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HAEAX (Hillman Advantage Equity A) | 07/26/2006 | 03/26/2013 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.83 | -9.16 | 2.12 | 0.31 | NA | NA | NA | … | … | -0.83 | 3.65 | -0.14 | 7.81 | 41.82 | -39.08 | -6.45 | 5.90 |
| Sharpe Ratio | NA | -1.36 | 0.13 | 0.01 | NA | NA | NA | … | … | -2.08 | 0.43 | -0.01 | 0.45 | 1.43 | -0.99 | -0.58 | 0.76 |
| Standard Deviation(%) | NA | 6.79 | 16.48 | 25.50 | NA | NA | NA | … | … | 1.74 | 8.51 | 22.01 | 17.31 | 29.17 | 40.35 | 16.39 | 14.20 |
| Draw Down(%) | NA | 10.80 | 18.92 | 52.34 | NA | NA | NA | … | … | 0.83 | 10.80 | 18.92 | 15.98 | 27.29 | 51.61 | 14.05 | 7.74 |
| Yield(%) | 0.00 | 0.00 | 0.21 | 0.16 | 0.08 | 0.05 | 0.04 | … | … | 0.00 | 0.00 | 0.61 | 0.00 | 0.30 | 0.00 | 0.00 | 0.00 |
Data as of 03/26/2013, Common starting date is 07/26/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HAEAX (Hillman Advantage Equity A) |
-11.15%
Oct 2006 – Oct 2009 |
-4.98%
Sep 2006 – Sep 2011 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HAEAX (Hillman Advantage Equity A) |
24.96%
Feb 2009 – Feb 2012 |
0.82%
Feb 2008 – Feb 2013 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart