Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IIA (Immofinanz AG) | NA | 163.00% | -24.06% | -6.20% | NA | NA | NA | … | … |
Data as of 12/04/2009, Common starting date is 09/29/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IIA (Immofinanz AG) | 09/29/2003 | 12/04/2009 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 163.00 | -24.06 | -6.20 | NA | NA | NA | … | … | 72.41 | -63.42 | -34.90 | 57.49 | 5.08 | 17.94 | 1.65 |
| Sharpe Ratio | NA | 2.42 | -0.40 | -0.15 | NA | NA | NA | … | … | 1.27 | -0.77 | -1.25 | 3.55 | 0.19 | 0.96 | 0.54 |
| Standard Deviation(%) | NA | 67.37 | 64.47 | 53.03 | NA | NA | NA | … | … | 62.60 | 83.30 | 30.33 | 15.35 | 15.58 | 17.63 | 10.93 |
| Draw Down(%) | NA | 47.74 | 87.76 | 87.76 | NA | NA | NA | … | … | 47.74 | 84.57 | 37.91 | 9.75 | 11.33 | 19.83 | 3.52 |
| Yield(%) | 0.00 | 19.23 | 8.36 | 11.82 | 6.93 | 4.62 | 3.47 | … | … | 11.54 | 10.95 | 11.85 | 20.87 | 10.43 | 8.13 | 1.36 |
Data as of 12/04/2009, Common starting date is 09/29/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IIA (Immofinanz AG) |
-38.06%
Mar 2006 – Mar 2009 |
-20.44%
Mar 2004 – Mar 2009 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IIA (Immofinanz AG) |
26.26%
Apr 2004 – Apr 2007 |
-5.13%
Sep 2004 – Sep 2009 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart