Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OAFOX (Old Mutual Barrow Hanley Value A) | NA | 5.58% | 18.81% | -0.81% | NA | NA | NA | … | … |
Data as of 04/13/2012, Common starting date is 08/12/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OAFOX (Old Mutual Barrow Hanley Value A) | 08/12/2003 | 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 (%) | -1.00 | 5.58 | 18.81 | -0.81 | NA | NA | NA | … | … | 7.48 | 4.20 | 9.81 | 25.85 | -36.56 | 1.20 | 14.35 | -1.28 | 6.61 | 14.67 |
| Sharpe Ratio | NA | 0.24 | 0.93 | -0.06 | NA | NA | NA | … | … | 2.50 | 0.18 | 0.53 | 0.95 | -0.98 | -0.12 | 1.16 | -0.35 | 0.51 | 3.83 |
| Standard Deviation(%) | NA | 22.73 | 20.19 | 25.91 | NA | NA | NA | … | … | 11.65 | 22.87 | 18.25 | 27.09 | 38.14 | 15.25 | 9.53 | 9.87 | 11.17 | 10.85 |
| Draw Down(%) | NA | 19.02 | 19.02 | 57.56 | NA | NA | NA | … | … | 4.73 | 19.02 | 17.03 | 29.31 | 47.48 | 11.03 | 8.14 | 6.35 | 10.76 | 4.03 |
| Yield(%) | 0.00 | 1.52 | 2.02 | 3.75 | 8.36 | 5.57 | 4.18 | … | … | 0.00 | 1.60 | 1.43 | 1.58 | 1.61 | 14.97 | 56.55 | 4.34 | 1.56 | 0.52 |
Data as of 04/13/2012, Common starting date is 08/12/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OAFOX (Old Mutual Barrow Hanley Value A) |
-17.32%
Feb 2006 – Feb 2009 |
-9.22%
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 |
|---|---|---|---|---|
| OAFOX (Old Mutual Barrow Hanley Value A) |
24.62%
Feb 2009 – Feb 2012 |
1.72%
May 2006 – May 2011 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart