Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IMA (Inverness Med) | NA | -15.63% | -14.48% | 0.52% | 8.52% | NA | NA | … | … |
Data as of 08/03/2010, Common starting date is 08/06/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IMA (Inverness Med) | 08/06/1996 | 08/03/2010 |
| 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 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.74 | -15.63 | -14.48 | 0.52 | 8.52 | NA | NA | … | … | -30.45 | 119.51 | -66.34 | 45.17 | 63.22 | -5.54 | 15.24 | 65.63 | -27.15 | -53.65 | 1,120.69 | 59.50 | -78.81 | -25.20 | 48.47 |
| Sharpe Ratio | NA | -0.42 | -0.29 | -0.03 | NA | NA | NA | … | … | -1.22 | 2.88 | -1.01 | 1.44 | 1.85 | -0.22 | 0.40 | 1.57 | -0.51 | -0.60 | 12.13 | 0.56 | -1.09 | -1.60 | 2.39 |
| Standard Deviation(%) | NA | 37.22 | 52.35 | 46.31 | NA | NA | NA | … | … | 38.12 | 41.39 | 66.68 | 29.48 | 32.56 | 34.47 | 35.40 | 41.28 | 55.71 | 93.92 | 92.03 | 100.66 | 75.04 | 50.16 | 67.72 |
| Draw Down(%) | NA | 42.47 | 78.53 | 78.53 | 80.12 | NA | NA | … | … | 42.47 | 23.01 | 77.74 | 16.69 | 13.90 | 24.43 | 39.90 | 23.86 | 71.64 | 60.78 | 56.10 | 56.73 | 86.14 | 39.74 | 33.14 |
| Yield(%) | 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 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 08/03/2010, Common starting date is 08/06/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IMA (Inverness Med) |
-44.40%
Sep 1996 – Sep 1999 |
-9.45%
Dec 2000 – Dec 2005 |
8.07%
Sep 1996 – Sep 2006 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IMA (Inverness Med) |
140.49%
Oct 1998 – Oct 2001 |
61.22%
Dec 1998 – Dec 2003 |
30.42%
Aug 1999 – Aug 2009 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart