Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OPIEX (Optique International Value ) | NA | 29.87% | -1.12% | 2.62% | 6.82% | NA | NA | … | … |
Data as of 06/06/2011, Common starting date is 06/09/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OPIEX (Optique International Value ) | 06/09/1998 | 06/06/2011 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 29.87 | -1.12 | 2.62 | 6.82 | NA | NA | … | … | 3.94 | 14.18 | 38.38 | -43.63 | 6.42 | 25.70 | 11.24 | 22.56 | 36.58 | -5.48 | -17.25 | -1.05 | 19.60 | -3.52 |
| Sharpe Ratio | NA | 2.15 | -0.05 | 0.06 | 0.29 | NA | NA | … | … | 1.36 | 0.83 | 1.42 | -1.17 | 0.23 | 1.79 | 1.01 | 1.91 | 3.05 | -0.41 | -1.34 | -0.47 | 1.60 | -0.51 |
| Standard Deviation(%) | NA | 12.78 | 27.87 | 23.68 | 19.02 | NA | NA | … | … | 6.93 | 17.07 | 26.99 | 37.98 | 14.35 | 12.48 | 8.88 | 11.31 | 11.76 | 16.18 | 14.94 | 11.20 | 10.17 | 18.56 |
| Draw Down(%) | NA | 7.86 | 55.53 | 60.41 | 60.41 | NA | NA | … | … | 2.07 | 16.77 | 27.10 | 53.19 | 13.46 | 13.71 | 6.61 | 9.55 | 12.62 | 24.21 | 27.67 | 9.97 | 7.22 | 22.69 |
| Yield(%) | 0.00 | 31.98 | 9.03 | 10.60 | 9.45 | 6.75 | 5.06 | … | … | 0.00 | 28.66 | 0.91 | 4.72 | 16.75 | 11.97 | 6.07 | 2.05 | 1.53 | 0.75 | 0.38 | 5.36 | 0.00 | 0.00 |
Data as of 06/06/2011, Common starting date is 06/09/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OPIEX (Optique International Value ) |
-16.71%
Feb 2006 – Feb 2009 |
-4.29%
Feb 2004 – Feb 2009 |
0.84%
Feb 1999 – Feb 2009 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OPIEX (Optique International Value ) |
29.48%
Mar 2003 – Mar 2006 |
22.92%
Sep 2002 – Sep 2007 |
7.94%
Aug 1998 – Aug 2008 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart