Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ILA (Aquila Inc) | NA | 14.66% | 16.74% | 2.78% | -13.62% | -11.91% | -8.01% | … | … |
Data as of 03/30/2015, Common starting date is 01/05/1988
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ILA (Aquila Inc) | 01/05/1988 | 03/30/2015 |
| 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 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.22 | 14.66 | 16.74 | 2.78 | -13.62 | -11.91 | -8.01 | … | … | -2.45 | 40.08 | 13.45 | 19.67 | -57.46 | 20.14 | 59.27 | -90.51 | 16.49 | 17.22 | 13.95 | 91.98 | 224.54 | -92.48 | -18.81 | 62.22 | -16.23 | -0.67 | 52.70 | -2.17 | 17.83 | -11.41 | 21.31 | 2.77 | 48.91 | -0.34 | 23.09 | 25.32 |
| Sharpe Ratio | NA | 0.04 | 0.07 | 0.01 | -0.06 | NA | NA | … | … | -0.01 | 1.12 | 0.32 | 0.61 | -0.09 | 0.51 | 1.26 | -0.56 | 0.42 | 0.08 | 0.58 | 3.52 | 2.57 | -0.75 | -0.66 | 1.92 | -0.93 | -0.20 | -0.17 | -0.43 | 1.17 | -0.89 | 1.50 | 0.02 | 2.92 | -0.34 | 1.18 | 1.23 |
| Standard Deviation(%) | NA | 436.58 | 253.86 | 342.13 | 254.50 | NA | NA | … | … | 891.57 | 35.72 | 41.59 | 32.64 | 627.77 | 39.68 | 47.04 | 164.42 | 32.30 | 179.21 | 20.47 | 25.85 | 87.19 | 124.36 | 32.52 | 30.36 | 20.98 | 20.02 | 14.82 | 13.20 | 11.93 | 16.17 | 12.77 | 21.91 | 15.40 | 16.51 | 14.77 | 16.93 |
| Draw Down(%) | NA | 96.13 | 96.13 | 98.57 | 99.83 | NA | NA | … | … | 96.13 | 19.06 | 37.44 | 18.50 | 98.57 | 30.00 | 29.52 | 92.21 | 39.13 | 72.54 | 12.61 | 13.69 | 54.29 | 93.67 | 40.13 | 21.41 | 24.90 | 13.01 | 8.81 | 12.69 | 7.57 | 15.32 | 8.82 | 19.65 | 5.54 | 15.89 | 9.10 | 12.30 |
| Yield(%) | 0.00 | 2.80 | 3.60 | 2.47 | 2.88 | 1.25 | 0.79 | … | … | 0.00 | 3.33 | 3.64 | 4.20 | 1.94 | 2.04 | 7.76 | 3.52 | 3.08 | 2.82 | 2.38 | 3.45 | 6.67 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 03/30/2015, Common starting date is 01/05/1988
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ILA (Aquila Inc) |
-56.65%
Aug 2007 – Aug 2010 |
-43.57%
Jul 2007 – Jul 2012 |
-26.38%
Aug 2001 – Aug 2011 |
-17.28%
Jun 1998 – Jun 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ILA (Aquila Inc) |
112.67%
Feb 2003 – Feb 2006 |
57.51%
Dec 2002 – Dec 2007 |
14.85%
Mar 1988 – Mar 1998 |
6.34%
Jul 1992 – Jul 2007 |
Annualized Rolling Returns Comparison Chart