Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MTRPX (Markman Core Growth I) | NA | -43.44% | -23.66% | -10.72% | NA | NA | NA | … | … |
Data as of 12/08/2009, Common starting date is 12/31/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MTRPX (Markman Core Growth I) | 12/31/2001 | 12/08/2009 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -43.44 | -23.66 | -10.72 | NA | NA | NA | … | … | -41.34 | -34.37 | 16.29 | 15.55 | 7.42 | 13.53 | 39.84 |
| Sharpe Ratio | NA | -1.32 | -0.77 | -0.47 | NA | NA | NA | … | … | -1.38 | -0.87 | 0.68 | 0.92 | 0.37 | 0.87 | 2.23 |
| Standard Deviation(%) | NA | 33.05 | 32.44 | 27.05 | NA | NA | NA | … | … | 31.54 | 40.26 | 19.64 | 13.31 | 14.22 | 14.44 | 18.01 |
| Draw Down(%) | NA | 45.13 | 64.46 | 64.46 | NA | NA | NA | … | … | 45.02 | 42.83 | 13.74 | 12.92 | 10.02 | 12.77 | 13.05 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.25 | NA | NA | NA | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.53 | 0.78 | 0.00 |
Data as of 12/08/2009, Common starting date is 12/31/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MTRPX (Markman Core Growth I) |
-23.36%
Nov 2006 – Nov 2009 |
-10.98%
Nov 2004 – Nov 2009 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MTRPX (Markman Core Growth I) |
24.66%
Mar 2003 – Mar 2006 |
16.36%
Feb 2003 – Feb 2008 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart