Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OSSAX (Old Mutual Strategic Small Company A) | NA | -2.68% | 19.17% | 0.32% | NA | NA | NA | … | … |
Data as of 04/13/2012, Common starting date is 08/13/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OSSAX (Old Mutual Strategic Small Company A) | 08/13/2003 | 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 (%) | 0.83 | -2.68 | 19.17 | 0.32 | NA | NA | NA | … | … | 11.18 | -6.06 | 23.15 | 26.66 | -40.72 | 12.10 | 11.34 | 5.56 | 10.92 | 16.74 |
| Sharpe Ratio | NA | -0.10 | 0.82 | -0.01 | NA | NA | NA | … | … | 2.66 | -0.24 | 1.02 | 0.94 | -1.07 | 0.48 | 0.52 | 0.23 | 0.53 | 2.35 |
| Standard Deviation(%) | NA | 25.73 | 23.37 | 28.16 | NA | NA | NA | … | … | 17.17 | 25.88 | 22.59 | 28.25 | 38.78 | 18.87 | 15.66 | 15.03 | 18.80 | 20.80 |
| Draw Down(%) | NA | 23.59 | 23.59 | 58.06 | NA | NA | NA | … | … | 5.43 | 23.59 | 19.09 | 25.87 | 52.52 | 11.69 | 16.36 | 9.11 | 22.51 | 8.21 |
| Yield(%) | 0.00 | 1.30 | 0.79 | 4.18 | 6.10 | 4.06 | 3.05 | … | … | 0.00 | 1.37 | 0.00 | 0.10 | 0.00 | 21.07 | 26.30 | 0.00 | 0.00 | 0.00 |
Data as of 04/13/2012, Common starting date is 08/13/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OSSAX (Old Mutual Strategic Small Company A) |
-16.20%
Feb 2006 – Feb 2009 |
-6.63%
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 |
|---|---|---|---|---|
| OSSAX (Old Mutual Strategic Small Company A) |
25.13%
Feb 2009 – Feb 2012 |
4.95%
Jul 2006 – Jul 2011 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart