Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KMG (KMG Chemicals Inc) | NA | 13.44% | 46.86% | 35.65% | 30.56% | 22.12% | 12.48% | … | … |
Data as of 12/17/2018, Common starting date is 01/28/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KMG (KMG Chemicals Inc) | 01/28/1997 | 12/17/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 13.44 | 46.86 | 35.65 | 30.56 | 22.12 | 12.48 | … | … | 15.22 | 69.92 | 68.94 | 15.10 | 18.41 | -3.87 | 1.74 | 4.22 | 10.84 | 200.80 | -65.63 | 44.60 | 26.58 | 3.27 | 88.89 | 64.63 | 6.03 | -31.95 | -27.71 | -25.89 | 40.00 | 0.00 |
| Sharpe Ratio | NA | -0.15 | 0.64 | 0.36 | 0.25 | NA | NA | … | … | -0.22 | 1.38 | 0.97 | -0.07 | 0.00 | -0.85 | -0.57 | -0.33 | -0.16 | 3.04 | -1.12 | 0.35 | 0.11 | -0.26 | 0.67 | 0.57 | -0.14 | -0.61 | -1.17 | -0.02 | 0.97 | -0.37 |
| Standard Deviation(%) | NA | 29.54 | 34.26 | 37.26 | 40.76 | NA | NA | … | … | 29.73 | 36.83 | 35.79 | 48.13 | 33.68 | 26.39 | 30.02 | 42.88 | 49.71 | 59.87 | 75.90 | 64.13 | 37.18 | 68.86 | 102.69 | 79.21 | 99.56 | 87.80 | 82.31 | 55.44 | 75.43 | 106.99 |
| Draw Down(%) | NA | 15.91 | 23.01 | 39.69 | 43.32 | NA | NA | … | … | 15.91 | 23.01 | 14.53 | 39.69 | 23.78 | 30.98 | 16.48 | 41.87 | 40.11 | 39.49 | 87.10 | 48.94 | 27.47 | 41.92 | 42.63 | 36.99 | 43.19 | 62.73 | 50.98 | 43.75 | 25.00 | 42.50 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 12/17/2018, Common starting date is 01/28/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KMG (KMG Chemicals Inc) |
-31.89%
Jan 1999 – Jan 2002 |
-15.68%
Sep 1998 – Sep 2003 |
-9.90%
Nov 1998 – Nov 2008 |
5.03%
Jan 1999 – Jan 2014 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KMG (KMG Chemicals Inc) |
104.29%
Jun 2004 – Jun 2007 |
52.07%
Jun 2002 – Jun 2007 |
39.04%
Nov 2008 – Nov 2018 |
24.66%
Sep 2003 – Sep 2018 |
Annualized Rolling Returns Comparison Chart