Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MCFI (Midcarolina Financial Corp) | NA | 45.00% | -16.04% | -16.35% | 1.39% | NA | NA | … | … |
Data as of 06/30/2011, Common starting date is 05/27/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MCFI (Midcarolina Financial Corp) | 05/27/1998 | 06/30/2011 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 5.45 | 45.00 | -16.04 | -16.35 | 1.39 | NA | NA | … | … | -17.14 | 51.52 | -38.40 | -21.05 | -39.87 | 52.46 | 1.79 | 19.52 | 47.96 | -2.03 | 74.55 | -24.14 | 3.57 | 16.67 |
| Sharpe Ratio | NA | 0.59 | -0.19 | -0.22 | 0.00 | NA | NA | … | … | -0.83 | 0.48 | -0.38 | -0.43 | -1.03 | 0.66 | -0.01 | 0.41 | 1.43 | -0.12 | 1.89 | -0.72 | 0.01 | 1.73 |
| Standard Deviation(%) | NA | 75.86 | 86.54 | 79.31 | 84.08 | NA | NA | … | … | 38.22 | 107.04 | 100.31 | 50.40 | 41.60 | 74.70 | 52.22 | 45.59 | 33.14 | 25.11 | 39.04 | 39.05 | 35.40 | 15.02 |
| Draw Down(%) | NA | 32.50 | 73.27 | 85.00 | 85.15 | NA | NA | … | … | 25.37 | 50.91 | 43.33 | 36.96 | 47.22 | 31.00 | 23.51 | 18.75 | 18.75 | 10.11 | 16.37 | 34.38 | 19.44 | 0.00 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/30/2011, Common starting date is 05/27/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MCFI (Midcarolina Financial Corp) |
-39.86%
Sep 2007 – Sep 2010 |
-23.02%
Nov 2005 – Nov 2010 |
-3.40%
Jul 2000 – Jul 2010 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MCFI (Midcarolina Financial Corp) |
37.68%
Jan 2001 – Jan 2004 |
29.35%
Jan 2001 – Jan 2006 |
10.31%
Jun 1998 – Jun 2008 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart