Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MCBF (Monarch Community Bancorp Inc) | NA | -19.47% | 23.07% | 6.93% | -12.95% | NA | NA | … | … |
Data as of 03/31/2015, Common starting date is 09/04/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MCBF (Monarch Community Bancorp Inc) | 09/04/2002 | 03/31/2015 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.67 | -19.47 | 23.07 | 6.93 | -12.95 | NA | NA | … | … | 3.07 | 8.52 | 250.65 | -29.36 | -9.92 | -55.19 | -18.08 | -67.42 | 13.62 | -7.83 | -11.58 | -18.16 | 44.10 | -1.31 |
| Sharpe Ratio | NA | -0.60 | 0.20 | 0.07 | -0.16 | NA | NA | … | … | 0.52 | 0.13 | 1.45 | -0.27 | -0.08 | -0.51 | -0.20 | -1.00 | 0.41 | -0.39 | -0.45 | -0.88 | 2.33 | -0.27 |
| Standard Deviation(%) | NA | 32.70 | 92.94 | 101.55 | 87.52 | NA | NA | … | … | 25.63 | 64.52 | 173.08 | 109.41 | 119.00 | 107.72 | 92.52 | 68.03 | 25.81 | 28.89 | 30.48 | 21.80 | 18.64 | 18.55 |
| Draw Down(%) | NA | 29.60 | 62.78 | 75.28 | 94.46 | NA | NA | … | … | 9.90 | 33.83 | 51.64 | 62.78 | 56.14 | 69.67 | 61.17 | 68.48 | 12.37 | 21.13 | 24.66 | 21.85 | 9.06 | 12.01 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.91 | 1.02 | 0.76 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 6.33 | 3.18 | 2.82 | 2.17 | 1.60 | 1.24 | 1.77 | 0.00 |
Data as of 03/31/2015, Common starting date is 09/04/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MCBF (Monarch Community Bancorp Inc) |
-54.74%
Aug 2007 – Aug 2010 |
-40.26%
Dec 2007 – Dec 2012 |
-22.02%
Dec 2002 – Dec 2012 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MCBF (Monarch Community Bancorp Inc) |
54.24%
May 2010 – May 2013 |
5.02%
Feb 2010 – Feb 2015 |
-8.71%
May 2003 – May 2013 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart