Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ICVAX (Transam:Trans Conv;A) | NA | 25.36% | -1.18% | 2.49% | NA | NA | NA | … | … |
Data as of 01/05/2010, Common starting date is 03/07/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ICVAX (Transam:Trans Conv;A) | 03/07/2002 | 01/05/2010 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 25.36 | -1.18 | 2.49 | NA | NA | NA | … | … | 0.00 | 27.67 | -36.05 | 17.35 | 10.62 | 4.06 | 13.53 | 24.47 | -3.07 |
| Sharpe Ratio | NA | 1.75 | -0.15 | 0.04 | NA | NA | NA | … | … | 0.00 | 1.90 | -1.66 | 1.25 | 0.70 | 0.21 | 1.25 | 2.48 | -0.41 |
| Standard Deviation(%) | NA | 14.46 | 16.92 | 14.53 | NA | NA | NA | … | … | NA | 14.48 | 22.19 | 11.52 | 10.57 | 8.86 | 10.06 | 9.58 | 11.70 |
| Draw Down(%) | NA | 9.96 | 46.78 | 46.78 | NA | NA | NA | … | … | 0.00 | 9.96 | 43.70 | 8.26 | 11.15 | 9.56 | 11.92 | 5.21 | 13.50 |
| Yield(%) | 0.00 | 2.02 | 9.78 | 8.17 | 6.38 | 4.25 | 3.19 | … | … | 0.00 | 2.03 | 1.31 | 26.88 | 6.30 | 2.55 | 9.75 | 4.32 | 1.82 |
Data as of 01/05/2010, Common starting date is 03/07/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ICVAX (Transam:Trans Conv;A) |
-8.93%
Feb 2006 – Feb 2009 |
-2.52%
Feb 2004 – Feb 2009 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ICVAX (Transam:Trans Conv;A) |
16.19%
Jan 2003 – Jan 2006 |
15.58%
Oct 2002 – Oct 2007 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart