Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OPVIX (CNI Charter Opportunistic Value Inst) | NA | 27.94% | NA | NA | NA | NA | NA | … | … |
Data as of 06/02/2010, Common starting date is 07/14/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OPVIX (CNI Charter Opportunistic Value Inst) | 07/14/2008 | 06/02/2010 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 27.94 | NA | NA | NA | NA | NA | … | … | 11.09 | 28.60 | -28.37 |
| Sharpe Ratio | NA | 1.65 | NA | NA | NA | NA | NA | … | … | 2.07 | 1.00 | -1.00 |
| Standard Deviation(%) | NA | 16.91 | NA | NA | NA | NA | NA | … | … | 13.99 | 28.49 | 51.33 |
| Draw Down(%) | NA | 9.61 | NA | NA | NA | NA | NA | … | … | 8.02 | 24.05 | 45.40 |
| Yield(%) | 0.00 | 1.18 | 5.85 | 3.51 | 1.76 | 1.17 | 0.88 | … | … | 0.33 | 0.86 | 16.84 |
Data as of 06/02/2010, Common starting date is 07/14/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OPVIX (CNI Charter Opportunistic Value Inst) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OPVIX (CNI Charter Opportunistic Value Inst) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart