Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IWA (IOWA TELECOMMUNICATIONS SERVICES INC) | NA | 35.80% | 34.16% | -17.63% | -6.34% | NA | NA | … | … |
Data as of 03/24/2015, Common starting date is 11/22/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IWA (IOWA TELECOMMUNICATIONS SERVICES INC) | 11/22/2004 | 03/24/2015 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.14 | 35.80 | 34.16 | -17.63 | -6.34 | NA | NA | … | … | 15.40 | 37.03 | 35.70 | 15.24 | 13.58 | -0.60 | 32.23 | -3.49 | -10.44 | 38.28 | -21.36 | 4.54 |
| Sharpe Ratio | NA | 1.71 | 1.44 | -0.18 | -0.10 | NA | NA | … | … | 4.93 | 1.48 | 1.54 | 0.68 | 0.30 | -0.09 | 0.77 | -0.10 | -0.44 | 1.88 | -1.40 | 3.34 |
| Standard Deviation(%) | NA | 20.89 | 23.65 | 97.59 | 71.67 | NA | NA | … | … | 18.36 | 25.01 | 23.15 | 22.47 | 44.86 | 11.92 | 41.79 | 43.89 | 30.82 | 18.66 | 16.86 | 14.92 |
| Draw Down(%) | NA | 14.55 | 29.48 | 89.07 | 89.53 | NA | NA | … | … | 3.05 | 16.70 | 29.48 | 18.35 | 24.29 | 6.10 | 30.65 | 31.17 | 33.80 | 9.89 | 23.34 | 3.05 |
| Yield(%) | 0.00 | 159.45 | 274.51 | 32.17 | 17.86 | 11.44 | 8.58 | … | … | 0.00 | 185.68 | 252.71 | 272.37 | 265.49 | 2.38 | 11.50 | 9.94 | 8.29 | 10.26 | 7.50 | 0.84 |
Data as of 03/24/2015, Common starting date is 11/22/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IWA (IOWA TELECOMMUNICATIONS SERVICES INC) |
-48.94%
Oct 2007 – Oct 2010 |
-29.47%
Jul 2005 – Jul 2010 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IWA (IOWA TELECOMMUNICATIONS SERVICES INC) |
37.72%
Jul 2011 – Jul 2014 |
6.79%
May 2005 – May 2010 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart