Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MRIIX (Marshall International Stock I ) | NA | -22.91% | 7.03% | -9.45% | 1.48% | NA | NA | … | … |
Data as of 04/12/2012, Common starting date is 09/14/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MRIIX (Marshall International Stock I ) | 09/14/1999 | 04/12/2012 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -22.91 | 7.03 | -9.45 | 1.48 | NA | NA | … | … | 0.00 | -18.79 | 11.19 | 26.98 | -47.70 | 8.71 | 24.47 | 16.59 | 11.61 | 35.05 | -18.10 | -22.72 | -16.37 | 36.09 |
| Sharpe Ratio | NA | -0.87 | 0.31 | -0.36 | 0.01 | NA | NA | … | … | 0.00 | -0.69 | 0.54 | 1.02 | -1.18 | 0.29 | 1.35 | 1.39 | 0.67 | 1.99 | -1.03 | -1.46 | -1.04 | 10.73 |
| Standard Deviation(%) | NA | 26.44 | 22.87 | 28.28 | 23.15 | NA | NA | … | … | 9.64 | 27.28 | 20.65 | 26.45 | 41.16 | 19.69 | 15.76 | 10.34 | 15.95 | 17.28 | 18.69 | 17.42 | 19.58 | 16.25 |
| Draw Down(%) | NA | 27.76 | 27.76 | 63.64 | 63.64 | NA | NA | … | … | 1.62 | 26.85 | 17.68 | 25.39 | 57.86 | 14.68 | 17.54 | 7.86 | 17.52 | 16.44 | 27.79 | 36.12 | 27.95 | 4.93 |
| Yield(%) | 0.00 | 2.51 | 3.83 | 4.26 | 5.67 | 4.20 | 3.15 | … | … | 0.00 | 2.62 | 2.61 | 3.83 | 4.44 | 13.65 | 12.92 | 1.21 | 0.62 | 0.75 | 0.00 | 0.00 | 8.80 | 10.59 |
Data as of 04/12/2012, Common starting date is 09/14/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MRIIX (Marshall International Stock I ) |
-21.82%
Mar 2000 – Mar 2003 |
-8.91%
Mar 2007 – Mar 2012 |
-2.48%
Feb 2000 – Feb 2010 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MRIIX (Marshall International Stock I ) |
28.09%
Mar 2003 – Mar 2006 |
20.87%
Oct 2002 – Oct 2007 |
3.66%
Mar 2001 – Mar 2011 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart