Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NFP (National Financial Partners Corp) | NA | 84.43% | 38.01% | 5.82% | NA | NA | NA | … | … |
Data as of 07/01/2013, Common starting date is 09/18/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NFP (National Financial Partners Corp) | 09/18/2003 | 07/01/2013 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.24 | 84.43 | 38.01 | 5.82 | NA | NA | NA | … | … | 47.84 | 26.78 | 0.90 | 65.64 | 166.12 | -93.13 | 5.43 | -15.10 | 37.04 | 42.53 | 5.37 |
| Sharpe Ratio | NA | 3.83 | 1.03 | 0.06 | NA | NA | NA | … | … | 5.07 | 1.07 | 0.02 | 1.29 | 1.30 | -0.61 | 0.08 | -0.49 | 1.08 | 1.33 | 0.62 |
| Standard Deviation(%) | NA | 23.23 | 36.68 | 100.06 | NA | NA | NA | … | … | 23.63 | 25.30 | 48.06 | 50.79 | 127.64 | 153.51 | 30.00 | 37.52 | 32.36 | 31.22 | 31.45 |
| Draw Down(%) | NA | 10.87 | 36.92 | 95.07 | NA | NA | NA | … | … | 5.55 | 23.22 | 36.92 | 45.14 | 46.60 | 97.27 | 22.23 | 40.60 | 15.89 | 21.23 | 11.10 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.22 | 1.16 | 0.77 | 0.58 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 1.43 | 1.67 | 1.17 | 1.32 | 1.54 | 0.38 |
Data as of 07/01/2013, Common starting date is 09/18/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NFP (National Financial Partners Corp) |
-67.83%
Nov 2005 – Nov 2008 |
-41.48%
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 |
|---|---|---|---|---|
| NFP (National Financial Partners Corp) |
105.51%
Nov 2008 – Nov 2011 |
5.23%
Jun 2008 – Jun 2013 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart