Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OBHEX (Old Mutual Select Growth Z) | NA | -45.68% | -15.88% | -6.44% | -3.47% | NA | NA | … | … |
Data as of 05/01/2009, Common starting date is 11/21/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OBHEX (Old Mutual Select Growth Z) | 11/21/1995 | 05/01/2009 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -45.68 | -15.88 | -6.44 | -3.47 | NA | NA | … | … | 2.53 | -54.38 | 26.53 | 7.54 | 4.24 | 6.72 | 30.23 | -33.95 | -40.84 | -24.72 | 161.18 | 19.02 | 6.84 | 27.97 | 8.13 |
| Sharpe Ratio | NA | -1.03 | -0.58 | -0.31 | -0.15 | NA | NA | … | … | 0.22 | -1.29 | 1.22 | 0.28 | 0.14 | 0.28 | 1.29 | -1.43 | -1.00 | -0.41 | 4.33 | 0.46 | -1.74 | 0.95 | 4.10 |
| Standard Deviation(%) | NA | 44.87 | 31.19 | 26.46 | 35.72 | NA | NA | … | … | 36.03 | 42.69 | 19.41 | 15.40 | 14.49 | 20.62 | 22.87 | 24.57 | 43.52 | 69.91 | 36.45 | 33.93 | 27.69 | 25.50 | 26.75 |
| Draw Down(%) | NA | 56.85 | 62.92 | 62.92 | 87.50 | NA | NA | … | … | 18.39 | 61.52 | 12.11 | 14.70 | 15.32 | 24.05 | 11.89 | 38.03 | 57.31 | 61.14 | 15.35 | 37.40 | 28.54 | 19.68 | 8.37 |
| Yield(%) | 0.00 | 0.36 | 0.13 | 0.10 | 3.59 | 4.37 | 3.28 | … | … | 0.66 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 4.17 | 26.65 | 0.00 | 0.00 | 1.32 | 2.49 |
Data as of 05/01/2009, Common starting date is 11/21/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OBHEX (Old Mutual Select Growth Z) |
-42.78%
Feb 2000 – Feb 2003 |
-24.26%
Feb 2000 – Feb 2005 |
-4.06%
Jan 1999 – Jan 2009 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OBHEX (Old Mutual Select Growth Z) |
77.16%
Mar 1997 – Mar 2000 |
26.70%
Jan 1996 – Jan 2001 |
6.78%
Apr 1997 – Apr 2007 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart