Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KSOIX (Kelmoore Str:Strat;C) | NA | -19.04% | -5.20% | 54.36% | NA | NA | NA | … | … |
Data as of 11/12/2008, Common starting date is 07/09/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KSOIX (Kelmoore Str:Strat;C) | 07/09/1999 | 11/12/2008 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -19.04 | -5.20 | 54.36 | NA | NA | NA | … | … | -19.89 | -0.49 | 7.26 | 923.29 | -3.69 | 19.31 | -23.26 | -13.67 | -15.03 | 6.81 |
| Sharpe Ratio | NA | -0.87 | -0.47 | 1.38 | NA | NA | NA | … | … | -1.01 | -0.26 | 0.36 | 4.00 | -0.41 | 1.34 | -0.78 | -0.61 | -0.89 | 0.96 |
| Standard Deviation(%) | NA | 23.14 | 16.30 | 37.98 | NA | NA | NA | … | … | 23.36 | 13.44 | 11.16 | 230.28 | 11.23 | 13.88 | 31.11 | 26.84 | 21.47 | 11.65 |
| Draw Down(%) | NA | 25.57 | 28.25 | 28.25 | NA | NA | NA | … | … | 23.20 | 9.79 | 9.49 | 8.58 | 12.88 | 10.86 | 39.69 | 34.69 | 23.74 | 6.10 |
| Yield(%) | 0.00 | 5.61 | 9.67 | 65.44 | 16.26 | 10.84 | 8.13 | … | … | 3.41 | 12.81 | 13.37 | 99.34 | 9.24 | 12.55 | 7.42 | 9.38 | 16.89 | 11.43 |
Data as of 11/12/2008, Common starting date is 07/09/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KSOIX (Kelmoore Str:Strat;C) |
-19.36%
Sep 1999 – Sep 2002 |
-8.49%
Jan 2000 – Jan 2005 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KSOIX (Kelmoore Str:Strat;C) |
138.16%
Sep 2002 – Sep 2005 |
72.37%
Sep 2002 – Sep 2007 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart