Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NRCI (National Research Corp) | NA | 31.59% | 39.98% | 15.72% | 18.84% | 14.03% | NA | … | … |
Data as of 05/22/2013, Common starting date is 10/14/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NRCI (National Research Corp) | 10/14/1997 | 05/22/2013 |
| 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 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.33 | 31.59 | 39.98 | 15.72 | 18.84 | 14.03 | NA | … | … | 11.48 | 46.97 | 16.34 | 51.29 | -26.51 | 9.39 | 21.25 | 33.55 | 9.38 | 0.25 | 71.02 | 50.48 | 56.50 | 0.00 | -15.79 | -28.25 | -68.10 |
| Sharpe Ratio | NA | 1.27 | 1.20 | 0.37 | 0.49 | NA | NA | … | … | 1.28 | 1.61 | 0.44 | 1.50 | -0.52 | 0.17 | 0.98 | 1.04 | 0.32 | -0.03 | 1.59 | 0.75 | 0.94 | -0.05 | -0.18 | -0.36 | -0.45 |
| Standard Deviation(%) | NA | 24.82 | 32.09 | 42.47 | 36.00 | NA | NA | … | … | 25.20 | 29.34 | 37.23 | 34.11 | 50.77 | 48.71 | 18.75 | 29.35 | 22.59 | 27.75 | 44.11 | 65.66 | 58.98 | 84.30 | 105.78 | 88.10 | 228.93 |
| Draw Down(%) | NA | 11.34 | 23.95 | 45.22 | 45.22 | NA | NA | … | … | 9.62 | 16.80 | 23.95 | 20.38 | 32.73 | 35.89 | 12.86 | 12.24 | 16.30 | 14.26 | 29.07 | 35.00 | 33.33 | 49.93 | 63.64 | 70.73 | 78.78 |
| Yield(%) | 0.00 | 5.40 | 5.93 | 3.70 | 5.84 | 4.97 | 1.66 | … | … | 0.56 | 6.58 | 2.59 | 3.51 | 2.24 | 2.11 | 2.10 | 2.31 | 2.06 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 05/22/2013, Common starting date is 10/14/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NRCI (National Research Corp) |
-43.01%
Nov 1997 – Nov 2000 |
-17.01%
Nov 1997 – Nov 2002 |
3.89%
Nov 1997 – Nov 2007 |
7.64%
Nov 1997 – Nov 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NRCI (National Research Corp) |
62.35%
Nov 2000 – Nov 2003 |
49.64%
Apr 1999 – Apr 2004 |
28.42%
Apr 1999 – Apr 2009 |
15.76%
Dec 1997 – Dec 2012 |
Annualized Rolling Returns Comparison Chart