Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NPWIX (Nomura Partners Global Equity Income I) | NA | -17.84% | -1.44% | 8.58% | NA | NA | NA | … | … |
Data as of 03/19/2014, Common starting date is 01/06/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NPWIX (Nomura Partners Global Equity Income I) | 01/06/2009 | 03/19/2014 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -27.20 | -17.84 | -1.44 | 8.58 | NA | NA | NA | … | … | -26.99 | 18.62 | 12.10 | 0.67 | 10.90 | 18.41 |
| Sharpe Ratio | NA | -0.36 | -0.02 | 0.17 | NA | NA | NA | … | … | -1.11 | 1.84 | 1.00 | 0.03 | 0.66 | 0.75 |
| Standard Deviation(%) | NA | 49.26 | 40.95 | 50.58 | NA | NA | NA | … | … | 70.03 | 10.11 | 12.16 | 21.52 | 16.43 | 24.74 |
| Draw Down(%) | NA | 27.41 | 27.41 | 27.41 | NA | NA | NA | … | … | 27.41 | 7.09 | 11.12 | 17.49 | 15.00 | 26.45 |
| Yield(%) | 0.00 | 8.86 | 6.66 | 8.27 | 3.51 | 2.34 | 1.76 | … | … | 0.00 | 9.16 | 3.83 | 7.32 | 6.73 | 2.69 |
Data as of 03/19/2014, Common starting date is 01/06/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NPWIX (Nomura Partners Global Equity Income I) |
7.53%
Nov 2009 – Nov 2012 |
16.83%
Feb 2009 – Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NPWIX (Nomura Partners Global Equity Income I) |
20.08%
Feb 2009 – Feb 2012 |
16.83%
Feb 2009 – Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart