Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KMGB (KMG Chemicals, Inc.) | NA | 9.60% | 32.24% | -4.38% | 20.82% | 12.66% | NA | … | … |
Data as of 06/19/2012, Common starting date is 06/03/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KMGB (KMG Chemicals, Inc.) | 06/03/1997 | 06/19/2012 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 6.26 | 9.60 | 32.24 | -4.38 | 20.82 | 12.66 | NA | … | … | 3.55 | 4.85 | 11.60 | 203.97 | -65.33 | 45.45 | 27.73 | 4.17 | 92.50 | 68.82 | 7.39 | -31.53 | -27.15 | -25.74 | 40.13 | 25.13 |
| Sharpe Ratio | NA | 0.21 | 0.72 | -0.08 | 0.28 | NA | NA | … | … | 0.29 | 0.11 | 0.23 | 3.41 | -0.87 | 0.66 | 0.66 | 0.03 | 0.89 | 0.86 | 0.06 | -0.39 | -0.38 | -0.52 | 0.49 | 0.34 |
| Standard Deviation(%) | NA | 42.76 | 44.78 | 60.87 | 69.60 | NA | NA | … | … | 26.45 | 42.88 | 49.75 | 59.85 | 75.94 | 64.13 | 37.13 | 68.87 | 102.70 | 79.66 | 99.43 | 87.76 | 82.22 | 55.42 | 75.35 | 128.67 |
| Draw Down(%) | NA | 32.71 | 42.83 | 91.61 | 91.61 | NA | NA | … | … | 14.00 | 41.69 | 40.03 | 39.49 | 87.05 | 48.83 | 27.47 | 41.68 | 42.19 | 36.99 | 43.19 | 62.48 | 50.75 | 43.66 | 25.00 | 34.25 |
| Yield(%) | 0.00 | 0.67 | 1.19 | 0.38 | 2.58 | 1.55 | 1.09 | … | … | 0.35 | 0.60 | 0.52 | 1.42 | 0.54 | 0.78 | 0.92 | 1.05 | 1.60 | 2.44 | 1.98 | 0.53 | 0.66 | 0.13 | 0.09 | 0.11 |
Data as of 06/19/2012, Common starting date is 06/03/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KMGB (KMG Chemicals, Inc.) |
-29.31%
Jan 1999 – Jan 2002 |
-13.13%
Sep 1998 – Sep 2003 |
-8.11%
Nov 1998 – Nov 2008 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KMGB (KMG Chemicals, Inc.) |
106.54%
Jun 2004 – Jun 2007 |
54.28%
Jun 2002 – Jun 2007 |
24.14%
Jan 2002 – Jan 2012 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart