Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NULM (New Ulm Telecom Inc) | NA | 51.42% | 41.88% | 28.80% | 11.36% | 9.94% | NA | … | … |
Data as of 06/04/2018, Common starting date is 12/09/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NULM (New Ulm Telecom Inc) | 12/09/1999 | 06/04/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.26 | 51.42 | 41.88 | 28.80 | 11.36 | 9.94 | NA | … | … | 2.29 | 90.64 | 39.23 | 4.73 | 16.41 | 15.68 | -9.55 | 34.37 | -2.86 | -20.24 | -30.80 | 13.54 | -21.03 | 95.29 | 0.81 | -8.42 | 11.17 | -7.66 | 28.00 | 5.26 |
| Sharpe Ratio | NA | 2.21 | 1.50 | 0.96 | 0.23 | NA | NA | … | … | 0.21 | 3.18 | 1.45 | 0.14 | 0.74 | 0.44 | -0.21 | 0.74 | -0.05 | -0.28 | -0.38 | 0.33 | -0.57 | 2.86 | 0.00 | -0.17 | 0.24 | -0.30 | 0.66 | 6.33 |
| Standard Deviation(%) | NA | 22.85 | 27.57 | 29.84 | 48.08 | NA | NA | … | … | 21.09 | 28.45 | 26.85 | 33.69 | 22.10 | 35.78 | 46.69 | 46.21 | 56.12 | 72.17 | 83.59 | 31.64 | 42.74 | 32.51 | 39.74 | 53.61 | 42.69 | 34.12 | 36.26 | 21.02 |
| Draw Down(%) | NA | 8.76 | 12.89 | 13.33 | 57.20 | NA | NA | … | … | 8.61 | 10.10 | 8.27 | 12.89 | 11.62 | 12.40 | 17.94 | 15.23 | 25.93 | 47.16 | 51.17 | 29.45 | 26.97 | 12.20 | 15.38 | 26.79 | 35.52 | 20.71 | 18.33 | 0.00 |
| Yield(%) | 0.66 | 3.43 | 5.37 | 5.79 | 3.53 | 5.39 | 1.91 | … | … | 1.24 | 4.07 | 5.02 | 4.66 | 5.18 | 5.63 | 5.35 | 6.21 | 5.33 | 4.53 | 3.34 | 3.64 | 18.68 | 3.77 | 3.55 | 3.69 | 1.14 | 1.56 | 0.00 | 0.00 |
Data as of 06/04/2018, Common starting date is 12/09/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NULM (New Ulm Telecom Inc) |
-24.16%
Jul 2007 – Jul 2010 |
-15.88%
Nov 2005 – Nov 2010 |
-2.68%
Sep 2005 – Sep 2015 |
1.91%
Jan 2001 – Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NULM (New Ulm Telecom Inc) |
43.13%
May 2015 – May 2018 |
30.21%
Dec 2012 – Dec 2017 |
11.65%
May 2008 – May 2018 |
10.27%
Mar 2003 – Mar 2018 |
Annualized Rolling Returns Comparison Chart