Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MLCAX (Marshall Large-Cap Growth A) | NA | 6.93% | -4.18% | 1.75% | 0.08% | NA | NA | … | … |
Data as of 12/30/2010, Common starting date is 04/23/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MLCAX (Marshall Large-Cap Growth A) | 04/23/1999 | 12/30/2010 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 6.93 | -4.18 | 1.75 | 0.08 | NA | NA | … | … | 8.01 | 34.38 | -39.39 | 13.73 | 8.97 | 4.83 | 9.14 | 24.72 | -27.41 | -13.09 | -9.34 | 7.59 |
| Sharpe Ratio | NA | 0.36 | -0.17 | 0.01 | -0.08 | NA | NA | … | … | 0.42 | 1.41 | -1.04 | 0.68 | 0.50 | 0.24 | 0.73 | 1.42 | -1.10 | -0.74 | -0.65 | 0.50 |
| Standard Deviation(%) | NA | 18.84 | 28.80 | 24.14 | 21.47 | NA | NA | … | … | 18.79 | 24.27 | 38.77 | 15.85 | 11.50 | 11.08 | 11.29 | 16.92 | 25.93 | 21.02 | 20.50 | 15.51 |
| Draw Down(%) | NA | 17.91 | 49.68 | 50.87 | 50.87 | NA | NA | … | … | 17.91 | 19.67 | 49.10 | 8.82 | 10.14 | 7.97 | 8.76 | 13.19 | 36.08 | 29.09 | 17.88 | 10.96 |
| Yield(%) | 0.00 | 0.00 | 0.08 | 2.66 | 2.39 | 2.04 | 1.53 | … | … | 0.00 | 0.29 | 0.08 | 9.00 | 3.52 | 14.24 | 0.93 | 0.34 | 0.04 | 0.07 | 4.57 | 5.63 |
Data as of 12/30/2010, Common starting date is 04/23/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MLCAX (Marshall Large-Cap Growth A) |
-18.27%
Mar 2000 – Mar 2003 |
-5.72%
Apr 2000 – Apr 2005 |
-3.40%
Jun 1999 – Jun 2009 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MLCAX (Marshall Large-Cap Growth A) |
14.74%
Mar 2003 – Mar 2006 |
13.16%
Sep 2002 – Sep 2007 |
-0.27%
Nov 2000 – Nov 2010 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart