Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KINGX (Fountainhead Special Value) | NA | 12.40% | 6.69% | 13.94% | NA | NA | NA | … | … |
Data as of 01/16/2014, Common starting date is 06/21/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KINGX (Fountainhead Special Value) | 06/21/2004 | 01/16/2014 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 12.40 | 6.69 | 13.94 | NA | NA | NA | … | … | 0.00 | 16.22 | 14.31 | -5.41 | 21.31 | 22.37 | -33.82 | -13.43 | 8.69 | 11.78 | 9.32 |
| Sharpe Ratio | NA | 1.14 | 0.32 | 0.63 | NA | NA | NA | … | … | 0.00 | 1.46 | 0.81 | -0.17 | 1.06 | 0.91 | -0.87 | -1.00 | 0.41 | 0.81 | 1.33 |
| Standard Deviation(%) | NA | 10.82 | 21.75 | 21.89 | NA | NA | NA | … | … | NA | 11.11 | 17.75 | 31.57 | 20.05 | 24.52 | 39.87 | 16.69 | 12.97 | 11.78 | 12.67 |
| Draw Down(%) | NA | 5.14 | 30.10 | 30.10 | NA | NA | NA | … | … | 0.00 | 5.14 | 15.94 | 30.10 | 18.96 | 23.15 | 48.61 | 24.29 | 13.31 | 8.86 | 8.49 |
| Yield(%) | 0.00 | 25.08 | 9.03 | 8.57 | 3.35 | 2.23 | 1.67 | … | … | 0.00 | 25.37 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 1.76 | 0.13 | 0.00 | 0.00 |
Data as of 01/16/2014, Common starting date is 06/21/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KINGX (Fountainhead Special Value) |
-19.55%
Feb 2006 – Feb 2009 |
-6.36%
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 |
|---|---|---|---|---|
| KINGX (Fountainhead Special Value) |
23.51%
Feb 2009 – Feb 2012 |
15.50%
Nov 2008 – Nov 2013 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart