Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LZR (Emergent Group Inc) | NA | 33.11% | 51.96% | NA | NA | NA | NA | … | … |
Data as of 04/21/2011, Common starting date is 05/08/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LZR (Emergent Group Inc) | 05/08/2007 | 04/21/2011 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 33.11 | 51.96 | NA | NA | NA | NA | … | … | 29.20 | 1.73 | 11.36 | 121.30 | 4.38 |
| Sharpe Ratio | NA | 0.73 | 0.74 | NA | NA | NA | NA | … | … | 2.15 | 0.04 | 0.13 | 1.56 | 0.08 |
| Standard Deviation(%) | NA | 45.17 | 69.46 | NA | NA | NA | NA | … | … | 61.09 | 45.05 | 85.91 | 76.87 | 49.29 |
| Draw Down(%) | NA | 39.44 | 51.05 | NA | NA | NA | NA | … | … | 9.28 | 47.11 | 51.05 | 41.14 | 27.86 |
| Yield(%) | 0.00 | 12.66 | 17.78 | 11.14 | 5.57 | 3.71 | 2.79 | … | … | 0.00 | 12.21 | 5.35 | 9.23 | 8.80 |
Data as of 04/21/2011, Common starting date is 05/08/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LZR (Emergent Group Inc) |
22.88%
Oct 2007 – Oct 2010 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LZR (Emergent Group Inc) |
52.64%
Feb 2008 – Feb 2011 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart