Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OAFCX (Old Mutual Focused A) | NA | 4.91% | 16.89% | 1.80% | NA | NA | NA | … | … |
Data as of 04/13/2012, Common starting date is 10/13/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OAFCX (Old Mutual Focused A) | 10/13/2003 | 04/13/2012 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.44 | 4.91 | 16.89 | 1.80 | NA | NA | NA | … | … | 10.83 | -1.04 | 9.12 | 32.42 | -32.94 | 2.81 | 22.53 | 1.69 | 13.84 | 9.20 |
| Sharpe Ratio | NA | 0.18 | 0.80 | 0.04 | NA | NA | NA | … | … | 3.07 | -0.04 | 0.50 | 1.24 | -0.90 | -0.01 | 1.90 | -0.05 | 1.00 | 4.44 |
| Standard Deviation(%) | NA | 26.76 | 21.13 | 26.22 | NA | NA | NA | … | … | 14.35 | 26.50 | 17.96 | 26.13 | 37.63 | 14.55 | 10.19 | 10.14 | 12.87 | 11.04 |
| Draw Down(%) | NA | 21.38 | 21.38 | 51.92 | NA | NA | NA | … | … | 5.60 | 21.38 | 17.05 | 25.78 | 44.91 | 10.88 | 6.19 | 6.57 | 12.50 | 2.90 |
| Yield(%) | 0.00 | 1.10 | 3.63 | 2.49 | 1.97 | 1.31 | 0.99 | … | … | 0.00 | 1.13 | 6.30 | 0.82 | 1.32 | 4.12 | 0.25 | 0.20 | 0.00 | 0.00 |
Data as of 04/13/2012, Common starting date is 10/13/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OAFCX (Old Mutual Focused A) |
-10.67%
Feb 2006 – Feb 2009 |
-3.90%
Feb 2004 – Feb 2009 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OAFCX (Old Mutual Focused A) |
23.60%
Feb 2009 – Feb 2012 |
5.04%
Feb 2006 – Feb 2011 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart