Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OIFCX (Old Mutual Focused Instl) | NA | 5.30% | 17.38% | 2.28% | NA | NA | NA | … | … |
Data as of 04/13/2012, Common starting date is 12/28/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OIFCX (Old Mutual Focused Instl) | 12/28/2006 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.42 | 5.30 | 17.38 | 2.28 | NA | NA | NA | … | … | 10.95 | -0.65 | 9.58 | 33.10 | -32.45 | 3.05 | -0.45 |
| Sharpe Ratio | NA | 0.20 | 0.82 | 0.06 | NA | NA | NA | … | … | 3.13 | -0.03 | 0.53 | 1.26 | -0.88 | 0.00 | NA |
| Standard Deviation(%) | NA | 26.73 | 21.14 | 26.23 | NA | NA | NA | … | … | 14.23 | 26.54 | 18.00 | 26.12 | 37.66 | 14.59 | 0.00 |
| Draw Down(%) | NA | 21.29 | 21.29 | 51.46 | NA | NA | NA | … | … | 5.54 | 21.29 | 16.93 | 25.64 | 44.73 | 10.88 | 0.45 |
| Yield(%) | 0.00 | 1.61 | 4.20 | 2.80 | 1.39 | 0.93 | 0.70 | … | … | 0.00 | 1.66 | 6.83 | 1.06 | 1.35 | 4.52 | 0.00 |
Data as of 04/13/2012, Common starting date is 12/28/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OIFCX (Old Mutual Focused Instl) |
-7.57%
Jun 2007 – Jun 2010 |
1.65%
Jan 2007 – Jan 2012 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OIFCX (Old Mutual Focused Instl) |
24.12%
Feb 2009 – Feb 2012 |
3.68%
Mar 2007 – Mar 2012 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart