Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HINKY (Heineken N.V. ADR) | NA | 46.72% | 12.81% | 2.15% | 9.76% | 10.45% | NA | … | … |
Data as of 12/10/2012, Common starting date is 11/19/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HINKY (Heineken N.V. ADR) | 11/19/1996 | 12/10/2012 |
| 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 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.42 | 46.72 | 12.81 | 2.15 | 9.76 | 10.45 | NA | … | … | 46.21 | -4.34 | 5.15 | 58.84 | -50.98 | 37.61 | 49.57 | -4.63 | 10.76 | -2.24 | 4.00 | -22.85 | 25.00 | -18.33 | 116.14 | -1.98 | -4.58 |
| Sharpe Ratio | NA | 1.82 | 0.49 | 0.06 | 0.29 | NA | NA | … | … | 2.01 | -0.15 | 0.20 | 1.65 | -1.06 | 1.21 | 2.09 | -0.44 | 0.53 | -0.10 | 0.12 | -0.56 | 0.55 | -0.58 | 2.61 | -1.86 | -1.85 |
| Standard Deviation(%) | NA | 24.42 | 25.97 | 33.88 | 29.25 | NA | NA | … | … | 24.83 | 28.56 | 24.74 | 35.63 | 48.62 | 28.80 | 22.22 | 15.48 | 18.55 | 28.11 | 24.77 | 45.90 | 38.42 | 37.05 | 43.15 | 30.55 | 20.99 |
| Draw Down(%) | NA | 17.23 | 30.27 | 61.54 | 63.71 | NA | NA | … | … | 17.23 | 30.27 | 22.08 | 25.23 | 60.15 | 10.67 | 6.52 | 12.08 | 14.07 | 19.25 | 20.56 | 32.51 | 23.39 | 35.36 | 16.31 | 19.25 | 7.82 |
| Yield(%) | 0.00 | 2.44 | 2.13 | 1.52 | 1.00 | 0.15 | 0.10 | … | … | 2.31 | 2.28 | 1.79 | 2.50 | 1.70 | 1.94 | 0.44 | 0.77 | 0.56 | 0.44 | 0.17 | 0.12 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 12/10/2012, Common starting date is 11/19/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HINKY (Heineken N.V. ADR) |
-10.22%
Jun 2000 – Jun 2003 |
-4.49%
Jun 2000 – Jun 2005 |
-1.60%
Feb 1999 – Feb 2009 |
7.33%
Dec 1996 – Dec 2011 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HINKY (Heineken N.V. ADR) |
32.26%
Jul 1997 – Jul 2000 |
18.17%
Oct 2002 – Oct 2007 |
15.83%
Oct 1997 – Oct 2007 |
10.40%
Nov 1997 – Nov 2012 |
Annualized Rolling Returns Comparison Chart