Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MMSAX (Marshall Mid-Cap Growth A) | NA | 20.58% | -1.06% | 5.63% | 2.63% | NA | NA | … | … |
Data as of 12/30/2010, Common starting date is 04/23/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MMSAX (Marshall Mid-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 | 20.58 | -1.06 | 5.63 | 2.63 | NA | NA | … | … | 21.84 | 33.64 | -40.52 | 24.54 | 9.01 | 3.99 | 12.48 | 27.64 | -31.75 | -10.54 | -11.62 | 40.25 |
| Sharpe Ratio | NA | 0.92 | -0.06 | 0.16 | 0.02 | NA | NA | … | … | 0.98 | 1.36 | -1.05 | 1.16 | 0.38 | 0.13 | 0.84 | 1.61 | -1.23 | -0.51 | -0.35 | 2.70 |
| Standard Deviation(%) | NA | 22.39 | 30.11 | 25.86 | 23.35 | NA | NA | … | … | 22.37 | 24.70 | 39.32 | 18.70 | 14.96 | 14.01 | 13.66 | 16.72 | 26.78 | 25.74 | 44.21 | 22.05 |
| Draw Down(%) | NA | 18.32 | 52.54 | 53.22 | 53.22 | NA | NA | … | … | 18.32 | 16.39 | 52.54 | 11.95 | 15.31 | 10.11 | 17.07 | 10.87 | 42.37 | 30.53 | 37.41 | 12.59 |
| Yield(%) | 0.00 | 0.00 | 1.05 | 0.86 | 0.49 | 2.76 | 2.07 | … | … | 0.00 | 0.00 | 3.20 | 0.00 | 0.00 | 0.00 | 0.50 | 0.00 | 0.00 | 0.26 | 21.49 | 9.53 |
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 |
|---|---|---|---|---|
| MMSAX (Marshall Mid-Cap Growth A) |
-24.39%
Feb 2000 – Feb 2003 |
-9.63%
Mar 2000 – Mar 2005 |
-3.06%
Aug 2000 – Aug 2010 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MMSAX (Marshall Mid-Cap Growth A) |
19.14%
Mar 2003 – Mar 2006 |
16.09%
Sep 2002 – Sep 2007 |
2.50%
Nov 2000 – Nov 2010 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart