Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NGIRX (Newgate Global Resources I) | NA | -24.05% | -9.34% | NA | NA | NA | NA | … | … |
Data as of 03/26/2013, Common starting date is 01/09/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NGIRX (Newgate Global Resources I) | 01/09/2009 | 03/26/2013 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -24.05 | -9.34 | NA | NA | NA | NA | … | … | -7.65 | -11.04 | -26.71 | 24.87 | 45.53 |
| Sharpe Ratio | NA | -1.34 | -0.32 | NA | NA | NA | NA | … | … | -1.78 | -0.59 | -0.71 | 0.83 | 1.19 |
| Standard Deviation(%) | NA | 18.04 | 29.36 | NA | NA | NA | NA | … | … | 16.18 | 19.13 | 37.40 | 29.80 | 39.46 |
| Draw Down(%) | NA | 24.05 | 45.15 | NA | NA | NA | NA | … | … | 7.65 | 26.61 | 42.17 | 25.32 | 21.13 |
| Yield(%) | 0.00 | 0.00 | 2.76 | 2.43 | 1.22 | 0.81 | 0.61 | … | … | 0.00 | 0.00 | 2.34 | 5.33 | 0.00 |
Data as of 03/26/2013, Common starting date is 01/09/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NGIRX (Newgate Global Resources I) |
-8.21%
Feb 2010 – Feb 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 |
|---|---|---|---|---|
| NGIRX (Newgate Global Resources I) |
19.43%
Feb 2009 – Feb 2012 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart