Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MRBAX (Marshall Short-Intermediate Bond A) | NA | 9.21% | 6.56% | 5.62% | 4.96% | NA | NA | … | … |
Data as of 12/30/2010, Common starting date is 04/23/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MRBAX (Marshall Short-Intermediate Bond 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 | 9.21 | 6.56 | 5.62 | 4.96 | NA | NA | … | … | 9.19 | 27.02 | -12.75 | 4.53 | 3.90 | 1.86 | 2.01 | 4.70 | 7.84 | 5.84 | 8.51 | 0.67 |
| Sharpe Ratio | NA | 2.94 | 0.97 | 0.77 | 0.78 | NA | NA | … | … | 2.94 | 3.68 | -1.70 | 0.55 | 0.27 | -0.13 | 0.32 | 1.03 | 1.65 | 0.84 | 1.55 | -0.74 |
| Standard Deviation(%) | NA | 3.11 | 6.60 | 5.35 | 4.58 | NA | NA | … | … | 3.11 | 7.32 | 8.00 | 2.74 | 2.23 | 2.32 | 3.30 | 3.91 | 4.08 | 4.27 | 2.88 | 3.16 |
| Draw Down(%) | NA | 1.59 | 21.21 | 21.21 | 21.21 | NA | NA | … | … | 1.59 | 10.25 | 19.65 | 1.38 | 0.86 | 1.75 | 3.70 | 3.53 | 3.04 | 3.72 | 1.91 | 1.86 |
| Yield(%) | 0.00 | 1.70 | 3.59 | 3.90 | 4.11 | 3.39 | 2.54 | … | … | 1.57 | 4.81 | 4.79 | 4.51 | 4.22 | 3.82 | 3.53 | 4.22 | 5.04 | 5.49 | 6.12 | 4.22 |
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 |
|---|---|---|---|---|
| MRBAX (Marshall Short-Intermediate Bond A) |
-3.68%
Feb 2006 – Feb 2009 |
-1.69%
Feb 2004 – Feb 2009 |
3.60%
May 1999 – May 2009 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MRBAX (Marshall Short-Intermediate Bond A) |
8.30%
May 2000 – May 2003 |
5.97%
Oct 2005 – Oct 2010 |
5.33%
Oct 2000 – Oct 2010 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart