Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NVE (Nv Energy Inc) | NA | 4,075.73% | 313.39% | 149.00% | 62.04% | 33.60% | 25.15% | … | … |
Data as of 12/05/2014, Common starting date is 06/20/1985
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NVE (Nv Energy Inc) | 06/20/1985 | 12/05/2014 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.03 | 4,075.73 | 313.39 | 149.00 | 62.04 | 33.60 | 25.15 | … | … | 31.77 | 4,214.82 | 15.13 | 20.25 | 17.67 | 30.08 | -40.01 | 1.89 | 29.06 | 24.19 | 43.05 | 12.92 | -56.24 | -2.23 | -1.41 | -52.72 | 3.84 | 34.15 | 27.11 | 29.33 | -4.77 | 4.44 | -10.46 | 13.02 | -5.53 | 12.65 | 14.92 | -9.53 | 31.37 | 12.26 |
| Sharpe Ratio | NA | 43.62 | 7.49 | 5.00 | 2.15 | NA | NA | … | … | 1.54 | 12.36 | 1.08 | 0.88 | 0.89 | 1.05 | -0.92 | -0.05 | 1.30 | 0.81 | 1.48 | 0.21 | -0.71 | -0.11 | -0.14 | -1.32 | 0.03 | -1.34 | 1.53 | 2.05 | -0.37 | 0.16 | -0.44 | 0.63 | -0.65 | 0.50 | 0.71 | -0.48 | 1.51 | 1.14 |
| Standard Deviation(%) | NA | 93.43 | 41.81 | 29.79 | 28.33 | NA | NA | … | … | 22.36 | 340.94 | 14.07 | 22.90 | 19.84 | 28.46 | 44.35 | 21.90 | 19.95 | 27.31 | 28.51 | 59.62 | 80.30 | 42.17 | 38.05 | 42.45 | 17.51 | 15.71 | 15.27 | 12.46 | 20.87 | 14.47 | 28.75 | 14.67 | 16.41 | 13.77 | 14.37 | 28.31 | 17.95 | 17.21 |
| Draw Down(%) | NA | 15.56 | 15.56 | 20.84 | 61.32 | NA | NA | … | … | 15.56 | 10.86 | 7.94 | 20.84 | 11.64 | 26.55 | 56.48 | 24.16 | 12.16 | 18.33 | 22.98 | 59.27 | 70.83 | 31.63 | 31.21 | 55.56 | 14.27 | 7.78 | 6.65 | 7.10 | 14.13 | 10.53 | 22.65 | 8.08 | 23.18 | 10.12 | 9.28 | 30.23 | 12.87 | 7.89 |
| Yield(%) | 0.00 | 0.00 | 3.08 | 3.91 | 3.27 | 1.88 | 2.56 | … | … | 0.00 | 4.09 | 3.98 | 3.49 | 3.60 | 3.97 | 2.03 | 0.95 | 0.00 | 0.00 | 0.00 | 0.00 | 1.32 | 4.06 | 5.99 | 2.49 | 2.42 | 3.00 | 3.37 | 4.20 | 3.89 | 3.84 | 4.30 | 5.74 | 5.04 | 5.35 | 5.56 | 4.72 | 5.80 | 3.12 |
Data as of 12/05/2014, Common starting date is 06/20/1985
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NVE (Nv Energy Inc) |
-39.58%
May 1999 – May 2002 |
-37.01%
Feb 1998 – Feb 2003 |
-14.94%
Feb 1993 – Feb 2003 |
-9.08%
Feb 1988 – Feb 2003 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NVE (Nv Energy Inc) |
314.29%
Nov 2011 – Nov 2014 |
156.36%
Feb 2009 – Feb 2014 |
63.90%
Mar 2004 – Mar 2014 |
33.78%
Nov 1999 – Nov 2014 |
Annualized Rolling Returns Comparison Chart