Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MSSTX (Marshall Short-Term Income A) | NA | 5.50% | 4.43% | 4.71% | NA | NA | NA | … | … |
Data as of 12/30/2010, Common starting date is 01/12/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MSSTX (Marshall Short-Term Income A) | 01/12/2001 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.50 | 4.43 | 4.71 | NA | NA | NA | … | … | 5.36 | 11.58 | -3.14 | 5.54 | 4.71 | 2.07 | 1.20 | 2.86 | 5.30 | 5.52 |
| Sharpe Ratio | NA | 4.05 | 1.41 | 1.26 | NA | NA | NA | … | … | 3.96 | 3.88 | -1.04 | 1.24 | 0.89 | -0.07 | 0.12 | 1.00 | 1.78 | 1.35 |
| Standard Deviation(%) | NA | 1.34 | 2.96 | 2.56 | NA | NA | NA | … | … | 1.34 | 2.96 | 3.90 | 2.03 | 1.59 | 1.48 | 2.03 | 2.17 | 2.36 | 2.61 |
| Draw Down(%) | NA | 0.65 | 8.00 | 8.00 | NA | NA | NA | … | … | 0.65 | 1.49 | 8.00 | 0.55 | 0.44 | 0.44 | 1.87 | 1.49 | 1.38 | 1.89 |
| Yield(%) | 0.00 | 2.57 | 3.48 | 3.83 | 3.89 | 2.59 | 1.95 | … | … | 2.33 | 3.67 | 4.32 | 4.40 | 4.05 | 3.77 | 3.53 | 3.87 | 4.53 | 5.52 |
Data as of 12/30/2010, Common starting date is 01/12/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSSTX (Marshall Short-Term Income A) |
1.58%
Nov 2005 – Nov 2008 |
1.64%
Nov 2003 – Nov 2008 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSSTX (Marshall Short-Term Income A) |
4.84%
Aug 2007 – Aug 2010 |
4.87%
Oct 2005 – Oct 2010 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart