Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OLGBX (Old Mutual Large Cap Gr A) | NA | 7.45% | 19.40% | 1.50% | NA | NA | NA | … | … |
Data as of 04/13/2012, Common starting date is 10/15/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OLGBX (Old Mutual Large Cap Gr A) | 10/15/2003 | 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 (%) | -0.94 | 7.45 | 19.40 | 1.50 | NA | NA | NA | … | … | 13.98 | -2.87 | 18.43 | 36.07 | -48.54 | 21.85 | 7.36 | 5.09 | 7.14 | 2.77 |
| Sharpe Ratio | NA | 0.29 | 0.92 | 0.03 | NA | NA | NA | … | … | 4.55 | -0.11 | 0.98 | 1.40 | -1.18 | 1.05 | 0.27 | 0.20 | 0.34 | 0.62 |
| Standard Deviation(%) | NA | 25.67 | 21.07 | 27.74 | NA | NA | NA | … | … | 12.98 | 25.70 | 18.76 | 25.69 | 41.81 | 18.08 | 15.26 | 14.48 | 18.12 | 21.42 |
| Draw Down(%) | NA | 20.44 | 20.44 | 57.63 | NA | NA | NA | … | … | 4.01 | 20.44 | 15.86 | 18.83 | 56.31 | 9.36 | 14.72 | 15.91 | 16.15 | 6.15 |
| Yield(%) | 0.00 | 0.00 | 0.02 | 0.01 | 0.01 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.07 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 04/13/2012, Common starting date is 10/15/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OLGBX (Old Mutual Large Cap Gr A) |
-16.20%
Feb 2006 – Feb 2009 |
-7.66%
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 |
|---|---|---|---|---|
| OLGBX (Old Mutual Large Cap Gr A) |
25.25%
Feb 2009 – Feb 2012 |
3.63%
Apr 2005 – Apr 2010 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart