Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NWXJ (newAX Inc) | NA | 0.00% | 16.67% | 9.69% | -34.11% | -24.63% | NA | … | … |
Data as of 07/11/2014, Common starting date is 10/21/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NWXJ (newAX Inc) | 10/21/1994 | 07/11/2014 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2014 | 2013 | 2012 | 2011 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.00 | 16.67 | 9.69 | -34.11 | -24.63 | NA | … | … | 0.00 | 0.00 | 58.82 | 0.00 | 47.22 | 28.57 | 12.00 | -13.79 | -7.05 | -16.80 | 38.89 | -13.74 | 25.20 | 0.00 | 220.51 | -2.50 |
| Sharpe Ratio | NA | 0.00 | 0.85 | 0.59 | NA | NA | NA | … | … | 0.00 | 0.00 | 1.30 | 0.00 | 0.46 | 0.04 | 0.04 | -0.09 | -0.05 | -0.09 | 0.15 | -0.07 | -0.15 | -0.03 | 0.36 | -1.21 |
| Standard Deviation(%) | NA | NA | 19.52 | 16.45 | NA | NA | NA | … | … | NA | NA | 45.55 | NA | 99.38 | 638.21 | 291.13 | 164.56 | 208.93 | 227.44 | 234.35 | 246.38 | 207.51 | 111.50 | 612.35 | 13.40 |
| Draw Down(%) | NA | 0.00 | 0.00 | 0.00 | 99.51 | NA | NA | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 16.07 | 87.70 | 48.89 | 47.50 | 46.00 | 75.25 | 31.40 | 38.36 | 42.00 | 27.33 | 57.08 | 2.50 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/11/2014, Common starting date is 10/21/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NWXJ (newAX Inc) |
-80.24%
Jun 2011 – Jun 2014 |
-60.42%
Apr 2004 – Apr 2009 |
-36.98%
Aug 1999 – Aug 2009 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NWXJ (newAX Inc) |
58.91%
May 1995 – May 1998 |
49.63%
Sep 1995 – Sep 2000 |
21.12%
Nov 1995 – Nov 2005 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart