Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MXSCX (Maxim Ariel SmallCap Value) | NA | 27.18% | 10.88% | NA | NA | NA | NA | … | … |
Data as of 12/20/2013, Common starting date is 04/07/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MXSCX (Maxim Ariel SmallCap Value) | 04/07/2010 | 12/20/2013 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.77 | 27.18 | 10.88 | NA | NA | NA | NA | … | … | 29.32 | 19.53 | -11.33 | 13.32 |
| Sharpe Ratio | NA | 1.83 | 0.45 | NA | NA | NA | NA | … | … | 2.04 | 1.13 | -0.32 | 0.68 |
| Standard Deviation(%) | NA | 14.83 | 24.19 | NA | NA | NA | NA | … | … | 14.76 | 17.32 | 35.29 | 27.03 |
| Draw Down(%) | NA | 6.17 | 36.77 | NA | NA | NA | NA | … | … | 6.17 | 13.85 | 36.77 | 23.20 |
| Yield(%) | 0.00 | 0.01 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.01 | 0.00 | 0.00 | 0.00 |
Data as of 12/20/2013, Common starting date is 04/07/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MXSCX (Maxim Ariel SmallCap Value) |
12.32%
May 2010 – May 2013 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MXSCX (Maxim Ariel SmallCap Value) |
16.54%
Jun 2010 – Jun 2013 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart