Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OIHRX (Old Mutual Heitman REIT Instl) | NA | 3.19% | 27.40% | -2.19% | NA | NA | NA | … | … |
Data as of 04/30/2012, Common starting date is 12/28/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OIHRX (Old Mutual Heitman REIT Instl) | 12/28/2006 | 04/30/2012 |
| 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 (%) | 0.00 | 3.19 | 27.40 | -2.19 | NA | NA | NA | … | … | 7.30 | 9.34 | 24.00 | 26.79 | -39.50 | -18.24 | 0.33 |
| Sharpe Ratio | NA | 0.11 | 0.88 | -0.05 | NA | NA | NA | … | … | 1.79 | 0.31 | 0.85 | 0.41 | -0.55 | -0.55 | NA |
| Standard Deviation(%) | NA | 30.25 | 31.20 | 51.64 | NA | NA | NA | … | … | 13.46 | 30.48 | 28.03 | 65.03 | 73.33 | 38.50 | 0.00 |
| Draw Down(%) | NA | 23.43 | 23.43 | 71.70 | NA | NA | NA | … | … | 4.61 | 23.43 | 17.69 | 40.79 | 62.93 | 29.91 | 0.00 |
| Yield(%) | 0.00 | 0.00 | 1.23 | 5.07 | 2.59 | 1.73 | 1.30 | … | … | 0.00 | 0.00 | 0.99 | 3.04 | 2.02 | 23.14 | 0.00 |
Data as of 04/30/2012, 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 |
|---|---|---|---|---|
| OIHRX (Old Mutual Heitman REIT Instl) |
-18.40%
Jan 2007 – Jan 2010 |
-3.52%
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 |
|---|---|---|---|---|
| OIHRX (Old Mutual Heitman REIT Instl) |
40.10%
Mar 2009 – Mar 2012 |
-1.58%
Mar 2007 – Mar 2012 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart