Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IZZIX (Ironwood Isabelle Small Co Stock Inst) | NA | -62.10% | -30.52% | -14.69% | NA | NA | NA | … | … |
Data as of 03/06/2009, Common starting date is 04/26/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IZZIX (Ironwood Isabelle Small Co Stock Inst) | 04/26/2000 | 03/06/2009 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -62.10 | -30.52 | -14.69 | NA | NA | NA | … | … | -26.71 | -51.65 | -12.28 | 24.15 | 5.37 | 18.85 | 41.86 | -17.31 | 9.52 | -3.33 |
| Sharpe Ratio | NA | -1.37 | -1.07 | -0.64 | NA | NA | NA | … | … | -1.83 | -1.26 | -0.91 | 1.30 | 0.21 | 1.06 | 2.24 | -0.72 | 0.36 | -0.48 |
| Standard Deviation(%) | NA | 45.67 | 30.67 | 26.28 | NA | NA | NA | … | … | 45.46 | 41.51 | 16.97 | 16.12 | 15.21 | 16.96 | 18.40 | 25.73 | 20.44 | 18.70 |
| Draw Down(%) | NA | 63.86 | 72.57 | 72.57 | NA | NA | NA | … | … | 33.87 | 56.24 | 24.19 | 17.98 | 14.14 | 17.93 | 21.64 | 39.45 | 31.24 | 17.80 |
| Yield(%) | 0.00 | 0.00 | 14.35 | 13.39 | 8.90 | 5.93 | 4.45 | … | … | 0.00 | 0.00 | 22.58 | 27.71 | 16.76 | 0.31 | 0.00 | 0.00 | 0.00 | 2.16 |
Data as of 03/06/2009, Common starting date is 04/26/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IZZIX (Ironwood Isabelle Small Co Stock Inst) |
-30.21%
Feb 2006 – Feb 2009 |
-14.62%
Feb 2004 – Feb 2009 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IZZIX (Ironwood Isabelle Small Co Stock Inst) |
36.08%
Mar 2003 – Mar 2006 |
18.52%
Sep 2002 – Sep 2007 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart
