Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MONAX (The Montecito) | NA | -100.00% | -100.00% | -100.00% | NA | NA | NA | … | … |
Data as of 09/29/2011, Common starting date is 04/30/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MONAX (The Montecito) | 04/30/2002 | 09/29/2011 |
| 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | |
|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -100.00 | -100.00 | -100.00 | NA | NA | NA | … | … |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | … | … |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | … | … |
| Draw Down(%) | NA | NA | NA | NA | NA | NA | … | … |
| Yield(%) | 2.52 | 2.75 | 3.96 | 2.34 | 1.56 | 1.17 | … | … |
Data as of 09/29/2011, Common starting date is 04/30/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MONAX (The Montecito) |
-11.83%
Feb 2006 – Feb 2009 |
-7.01%
Feb 2004 – Feb 2009 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MONAX (The Montecito) |
11.78%
Mar 2003 – Mar 2006 |
10.65%
Sep 2002 – Sep 2007 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart