Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| INDEX (S&P 500 EQUAL WEIGHT NO LOAD SHARES) | NA | 6.82% | 1.81% | 5.52% | NA | NA | NA | … | … |
Data as of 02/05/2015, Common starting date is 10/25/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| INDEX (S&P 500 EQUAL WEIGHT NO LOAD SHARES) | 10/25/2006 | 02/05/2015 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.79 | 6.82 | 1.81 | 5.52 | NA | NA | NA | … | … | 2.99 | 0.80 | 0.34 | 11.71 | -8.34 | 15.05 | 32.41 | -39.44 | 1.84 | 2.40 |
| Sharpe Ratio | NA | 0.60 | 0.16 | 0.35 | NA | NA | NA | … | … | 2.53 | 0.07 | 0.03 | 0.85 | -0.37 | 0.80 | 1.09 | -1.12 | -0.08 | 1.24 |
| Standard Deviation(%) | NA | 11.30 | 11.42 | 15.73 | NA | NA | NA | … | … | 14.35 | 10.91 | 8.80 | 13.84 | 22.77 | 18.65 | 29.77 | 35.84 | 15.66 | 8.68 |
| Draw Down(%) | NA | 12.29 | 12.80 | 23.99 | NA | NA | NA | … | … | 2.18 | 12.29 | 7.72 | 12.80 | 23.99 | 13.77 | 25.62 | 51.91 | 10.81 | 2.29 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.30 | 0.17 | 0.11 | 0.08 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.49 | 0.80 | 0.83 | 0.00 | 0.00 | 0.00 |
Data as of 02/05/2015, Common starting date is 10/25/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| INDEX (S&P 500 EQUAL WEIGHT NO LOAD SHARES) |
-11.05%
Jun 2007 – Jun 2010 |
-4.57%
May 2007 – May 2012 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| INDEX (S&P 500 EQUAL WEIGHT NO LOAD SHARES) |
23.41%
Feb 2009 – Feb 2012 |
14.35%
Feb 2009 – Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart