Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HNZ (H. J. Heinz Company) | NA | 40.43% | 22.44% | 11.83% | 11.73% | 6.09% | 10.50% | … | … |
Data as of 06/07/2013, Common starting date is 12/18/1984
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HNZ (H. J. Heinz Company) | 12/18/1984 | 06/07/2013 |
| 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 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.18 | 40.43 | 22.44 | 11.83 | 11.73 | 6.09 | 10.50 | … | … | 26.58 | 10.69 | 13.34 | 20.05 | 18.91 | -16.50 | 7.07 | 37.89 | -11.25 | 10.31 | 14.46 | -15.37 | -9.86 | 25.19 | -25.08 | 16.99 | 50.09 | 15.74 | 43.87 | 11.02 | -13.61 | 19.84 | 17.29 | 5.07 | 60.91 | 25.99 | 6.73 | 32.13 | 61.53 | -3.09 |
| Sharpe Ratio | NA | 2.24 | 1.44 | 0.57 | 0.58 | NA | NA | … | … | 2.59 | 0.89 | 0.81 | 1.36 | 0.86 | -0.55 | 0.26 | 2.37 | -1.09 | 0.64 | 0.95 | -0.67 | -0.55 | 0.55 | -0.98 | 0.57 | -0.23 | 0.59 | 1.81 | 0.42 | -0.80 | 0.88 | 0.50 | -0.01 | 2.42 | 0.82 | 0.08 | 0.90 | 2.46 | -4.77 |
| Standard Deviation(%) | NA | 18.01 | 15.58 | 20.87 | 17.99 | NA | NA | … | … | 27.92 | 12.04 | 16.49 | 14.67 | 22.01 | 31.83 | 15.89 | 14.69 | 12.28 | 14.68 | 14.47 | 24.69 | 22.55 | 38.75 | 28.79 | 23.94 | 22.38 | 20.74 | 22.10 | 19.23 | 19.60 | 19.72 | 26.76 | 28.12 | 22.79 | 25.89 | 34.63 | 30.78 | 22.86 | 14.30 |
| Draw Down(%) | NA | 4.41 | 10.31 | 40.46 | 40.46 | NA | NA | … | … | 1.43 | 4.99 | 10.31 | 7.67 | 21.06 | 31.38 | 11.85 | 6.93 | 11.25 | 11.13 | 14.59 | 28.28 | 19.67 | 22.11 | 27.09 | 14.15 | 11.44 | 13.84 | 7.95 | 14.55 | 21.43 | 13.54 | 20.48 | 21.36 | 8.79 | 13.33 | 30.14 | 17.40 | 8.68 | 3.64 |
| Yield(%) | 0.00 | 3.86 | 4.38 | 3.64 | 4.51 | 3.01 | 4.77 | … | … | 0.87 | 3.79 | 3.81 | 4.13 | 4.30 | 3.57 | 3.26 | 3.99 | 2.33 | 3.17 | 3.26 | 5.09 | 3.41 | 3.96 | 2.58 | 2.66 | 3.72 | 3.77 | 3.20 | 3.12 | 2.43 | 2.51 | 2.66 | 2.34 | 1.59 | 1.51 | 1.41 | 1.51 | 1.04 | 0.00 |
Data as of 06/07/2013, Common starting date is 12/18/1984
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HNZ (H. J. Heinz Company) |
-8.62%
Nov 1998 – Nov 2001 |
-8.38%
Mar 1998 – Mar 2003 |
-1.13%
Feb 1999 – Feb 2009 |
4.71%
Jan 1998 – Jan 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HNZ (H. J. Heinz Company) |
39.72%
Mar 1995 – Mar 1998 |
32.04%
Jan 1985 – Jan 1990 |
23.04%
Nov 1987 – Nov 1997 |
18.96%
Jan 1985 – Jan 2000 |
Annualized Rolling Returns Comparison Chart