Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IBCA (Intervest Bancshares Corp) | NA | 52.38% | 52.93% | 22.46% | -5.06% | 4.11% | NA | … | … |
Data as of 02/10/2015, Common starting date is 06/04/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IBCA (Intervest Bancshares Corp) | 06/04/1998 | 02/10/2015 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 6.73 | 52.38 | 52.93 | 22.46 | -5.06 | 4.11 | NA | … | … | 7.80 | 36.08 | 93.06 | 46.79 | -9.56 | -10.67 | -17.79 | -76.19 | -49.45 | 39.03 | 25.38 | 34.74 | 35.65 | 45.95 | 97.33 | -40.00 | -28.57 | -25.53 |
| Sharpe Ratio | NA | 2.53 | 2.25 | 0.56 | -0.10 | NA | NA | … | … | 7.45 | 1.67 | 3.35 | 1.89 | -0.21 | -0.16 | -0.17 | -0.69 | -1.26 | 1.13 | 0.70 | 1.19 | 1.71 | 0.86 | 1.40 | -0.58 | -0.26 | -0.50 |
| Standard Deviation(%) | NA | 20.67 | 23.49 | 40.01 | 59.76 | NA | NA | … | … | 13.64 | 21.57 | 27.79 | 24.93 | 46.18 | 69.34 | 102.30 | 111.24 | 41.61 | 31.89 | 33.09 | 28.50 | 20.44 | 51.97 | 69.23 | 75.91 | 123.61 | 85.62 |
| Draw Down(%) | NA | 6.19 | 14.00 | 70.98 | 95.74 | NA | NA | … | … | 2.48 | 7.48 | 14.00 | 11.08 | 35.76 | 70.98 | 59.88 | 77.56 | 55.20 | 27.13 | 13.95 | 16.85 | 6.80 | 22.48 | 32.26 | 54.84 | 63.14 | 37.25 |
| Yield(%) | 0.00 | 2.77 | 2.16 | 1.00 | 0.36 | 0.75 | 0.30 | … | … | 0.50 | 2.01 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 1.53 | 0.70 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 02/10/2015, Common starting date is 06/04/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IBCA (Intervest Bancshares Corp) |
-60.47%
Mar 2006 – Mar 2009 |
-42.32%
Sep 2006 – Sep 2011 |
-12.26%
Mar 1999 – Mar 2009 |
-2.61%
Aug 1998 – Aug 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IBCA (Intervest Bancshares Corp) |
57.50%
Dec 2000 – Dec 2003 |
47.64%
Apr 2001 – Apr 2006 |
1.21%
Apr 2000 – Apr 2010 |
3.59%
Dec 1999 – Dec 2014 |
Annualized Rolling Returns Comparison Chart