Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ICVLX (Transam:Trans Conv;C) | NA | 24.68% | -1.71% | 1.86% | NA | NA | NA | … | … |
Data as of 01/05/2010, Common starting date is 11/25/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ICVLX (Transam:Trans Conv;C) | 11/25/2002 | 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 | 24.68 | -1.71 | 1.86 | NA | NA | NA | … | … | 0.00 | 27.01 | -36.38 | 16.55 | 10.09 | 3.24 | 12.46 | 23.68 | -0.63 |
| Sharpe Ratio | NA | 1.69 | -0.18 | 0.00 | NA | NA | NA | … | … | 0.00 | 1.85 | -1.68 | 1.18 | 0.64 | 0.12 | 1.13 | 2.41 | -0.71 |
| Standard Deviation(%) | NA | 14.54 | 16.91 | 14.53 | NA | NA | NA | … | … | NA | 14.56 | 22.12 | 11.53 | 10.59 | 8.90 | 10.14 | 9.53 | 10.18 |
| Draw Down(%) | NA | 10.11 | 47.18 | 47.18 | NA | NA | NA | … | … | 0.00 | 10.11 | 44.04 | 8.31 | 11.12 | 9.94 | 12.14 | 5.28 | 1.25 |
| Yield(%) | 0.00 | 1.59 | 9.45 | 7.72 | 6.06 | 4.04 | 3.03 | … | … | 0.00 | 1.60 | 0.86 | 26.53 | 5.84 | 2.04 | 9.12 | 3.61 | 0.00 |
Data as of 01/05/2010, Common starting date is 11/25/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ICVLX (Transam:Trans Conv;C) |
-9.46%
Feb 2006 – Feb 2009 |
-3.20%
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 |
|---|---|---|---|---|
| ICVLX (Transam:Trans Conv;C) |
15.28%
Jan 2003 – Jan 2006 |
13.00%
Dec 2002 – Dec 2007 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart