Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MBRCX (Essex Small/Micro Cap Growth C) | NA | 7.40% | 9.37% | -3.52% | NA | NA | NA | … | … |
Data as of 12/03/2012, Common starting date is 03/06/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MBRCX (Essex Small/Micro Cap Growth C) | 03/06/2006 | 12/03/2012 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.93 | 7.40 | 9.37 | -3.52 | NA | NA | NA | … | … | 8.83 | -11.46 | 27.07 | 30.09 | -48.14 | 16.56 | -2.88 |
| Sharpe Ratio | NA | 0.48 | 0.33 | -0.12 | NA | NA | NA | … | … | 0.52 | -0.32 | 1.03 | 0.93 | -1.16 | 0.70 | -0.33 |
| Standard Deviation(%) | NA | 19.55 | 27.83 | 32.56 | NA | NA | NA | … | … | 18.38 | 35.60 | 26.24 | 32.29 | 42.22 | 19.40 | 20.54 |
| Draw Down(%) | NA | 14.71 | 32.55 | 61.67 | NA | NA | NA | … | … | 14.71 | 32.55 | 18.71 | 26.15 | 60.35 | 12.40 | 23.04 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.21 | 0.12 | 0.08 | 0.06 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 1.24 | 0.00 |
Data as of 12/03/2012, Common starting date is 03/06/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MBRCX (Essex Small/Micro Cap Growth C) |
-17.86%
Apr 2006 – Apr 2009 |
-5.68%
Oct 2007 – Oct 2012 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MBRCX (Essex Small/Micro Cap Growth C) |
23.70%
Feb 2009 – Feb 2012 |
1.84%
Jul 2006 – Jul 2011 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart