Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| INIFX (Threadneedle Intl Opportunity A) | NA | 32.18% | -3.25% | 2.30% | 3.35% | 2.99% | 4.43% | … | … |
Data as of 05/18/2011, Common starting date is 01/03/1986
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| INIFX (Threadneedle Intl Opportunity A) | 01/03/1986 | 05/18/2011 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 32.18 | -3.25 | 2.30 | 3.35 | 2.99 | 4.43 | … | … | 5.03 | 13.57 | 27.18 | -40.68 | 12.33 | 23.77 | 13.43 | 16.50 | 27.28 | -19.46 | -29.31 | -25.17 | 44.06 | 15.44 | 2.00 | 9.40 | 10.51 | -2.14 | 32.31 | -5.83 | 11.79 | -6.16 | 18.34 | 12.94 | 0.72 | 51.31 |
| Sharpe Ratio | NA | 1.68 | -0.11 | 0.04 | 0.09 | NA | NA | … | … | 0.93 | 0.62 | 0.98 | -1.03 | 0.48 | 1.29 | 1.03 | 1.08 | 1.75 | -0.95 | -1.66 | -1.65 | 2.64 | 0.53 | -0.11 | 0.74 | 0.69 | -0.54 | 3.09 | -0.64 | 0.54 | -0.79 | 0.66 | 0.70 | -0.10 | 1.68 |
| Standard Deviation(%) | NA | 19.11 | 30.44 | 26.48 | 21.94 | NA | NA | … | … | 14.92 | 21.83 | 27.62 | 40.42 | 19.26 | 15.81 | 10.82 | 14.30 | 15.14 | 21.59 | 19.42 | 17.78 | 15.42 | 22.75 | 15.14 | 7.73 | 9.46 | 9.60 | 9.72 | 12.89 | 14.44 | 14.77 | 18.70 | 11.44 | 35.54 | 28.14 |
| Draw Down(%) | NA | 9.60 | 53.66 | 56.54 | 56.54 | NA | NA | … | … | 9.60 | 17.53 | 23.46 | 51.90 | 13.68 | 17.78 | 8.03 | 12.48 | 17.03 | 28.53 | 39.35 | 27.76 | 9.01 | 31.27 | 13.87 | 6.67 | 7.50 | 10.20 | 6.18 | 13.50 | 14.30 | 20.86 | 10.72 | 10.56 | 32.55 | 16.50 |
| Yield(%) | 0.00 | 0.95 | 1.13 | 1.27 | 1.10 | 3.84 | 4.67 | … | … | 0.04 | 0.79 | 1.91 | 1.63 | 0.83 | 1.44 | 1.29 | 0.48 | 0.72 | 0.47 | 0.88 | 12.31 | 19.39 | 1.85 | 4.25 | 6.73 | 3.12 | 6.32 | 3.10 | 2.33 | 1.65 | 9.27 | 10.90 | 1.51 | 14.42 | 21.43 |
Data as of 05/18/2011, Common starting date is 01/03/1986
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| INIFX (Threadneedle Intl Opportunity A) |
-26.36%
Mar 2000 – Mar 2003 |
-11.23%
Mar 1998 – Mar 2003 |
-3.41%
Feb 1999 – Feb 2009 |
-0.29%
Feb 1994 – Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| INIFX (Threadneedle Intl Opportunity A) |
27.19%
Mar 2003 – Mar 2006 |
19.84%
Oct 2002 – Oct 2007 |
10.62%
Feb 1986 – Feb 1996 |
8.11%
Feb 1986 – Feb 2001 |
Annualized Rolling Returns Comparison Chart