Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IPRPY (International Power Plc) | NA | 30.68% | 18.43% | -2.69% | 16.50% | 10.99% | NA | … | … |
Data as of 07/24/2012, Common starting date is 03/07/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IPRPY (International Power Plc) | 03/07/1995 | 07/24/2012 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.74 | 30.68 | 18.43 | -2.69 | 16.50 | 10.99 | NA | … | … | 24.84 | -22.22 | 42.74 | 49.68 | -60.75 | 25.27 | 83.25 | 39.43 | 56.54 | 42.50 | -48.14 | -13.93 | 152.09 | -34.67 | 5.56 | 34.64 | 144.72 | 8.28 |
| Sharpe Ratio | NA | 1.03 | 0.53 | -0.07 | 0.37 | NA | NA | … | … | 2.10 | -0.58 | 1.41 | 1.05 | -1.00 | 0.72 | 2.92 | 1.54 | 1.93 | 0.99 | -1.14 | -0.39 | 1.37 | -0.90 | 0.06 | -0.56 | 2.60 | 0.22 |
| Standard Deviation(%) | NA | 28.27 | 34.93 | 45.98 | 41.92 | NA | NA | … | … | 23.19 | 38.51 | 30.29 | 47.13 | 61.78 | 31.19 | 27.51 | 24.13 | 28.84 | 42.40 | 43.06 | 41.79 | 107.76 | 42.27 | 40.71 | 36.66 | 53.66 | 28.48 |
| Draw Down(%) | NA | 13.10 | 35.88 | 73.83 | 73.83 | NA | NA | … | … | 8.74 | 34.87 | 22.84 | 38.02 | 68.60 | 16.95 | 14.58 | 13.95 | 13.81 | 33.81 | 58.75 | 41.75 | 35.09 | 36.19 | 27.06 | 18.21 | 23.59 | 21.74 |
| Yield(%) | 0.00 | 2.61 | 3.90 | 2.18 | 7.85 | 9.15 | 17.67 | … | … | 1.63 | 2.16 | 3.86 | 5.54 | 2.34 | 3.48 | 1.82 | 1.60 | 11.85 | 0.00 | 0.00 | 3.27 | 104.78 | 5.31 | 6.36 | 8.42 | 56.47 | 7.82 |
Data as of 07/24/2012, Common starting date is 03/07/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IPRPY (International Power Plc) |
-20.90%
Sep 2000 – Sep 2003 |
-8.09%
Mar 1998 – Mar 2003 |
4.30%
Jul 2001 – Jul 2011 |
11.12%
Dec 1996 – Dec 2011 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IPRPY (International Power Plc) |
60.12%
Mar 2003 – Mar 2006 |
51.92%
Sep 2002 – Sep 2007 |
25.70%
Jan 1996 – Jan 2006 |
20.30%
Jan 1996 – Jan 2011 |
Annualized Rolling Returns Comparison Chart