Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PCSAX (Pacific Capital Small Cap A) | NA | 15.26% | -8.52% | -2.33% | NA | NA | NA | … | … |
Data as of 08/16/2010, Common starting date is 01/09/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PCSAX (Pacific Capital Small Cap A) | 01/09/2001 | 08/16/2010 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 15.26 | -8.52 | -2.33 | NA | NA | NA | … | … | 1.84 | 23.25 | -38.82 | -5.02 | 17.53 | 7.99 | 23.64 | 55.59 | -8.52 | 27.52 |
| Sharpe Ratio | NA | 0.49 | -0.26 | -0.14 | NA | NA | NA | … | … | 0.12 | 0.67 | -0.90 | -0.40 | 0.87 | 0.41 | 1.55 | 3.27 | -0.42 | 1.58 |
| Standard Deviation(%) | NA | 24.12 | 35.30 | 29.26 | NA | NA | NA | … | … | 24.98 | 34.71 | 43.83 | 20.03 | 16.39 | 14.23 | 14.60 | 16.79 | 22.67 | 16.79 |
| Draw Down(%) | NA | 18.94 | 61.34 | 63.05 | NA | NA | NA | … | … | 18.94 | 31.93 | 51.90 | 17.10 | 14.89 | 8.48 | 10.02 | 13.87 | 32.11 | 17.07 |
| Yield(%) | 0.00 | 0.29 | 5.63 | 6.47 | 10.16 | 6.78 | 5.08 | … | … | 0.25 | 0.00 | 0.26 | 15.72 | 8.23 | 7.74 | 17.01 | 3.17 | 11.92 | 8.86 |
Data as of 08/16/2010, Common starting date is 01/09/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PCSAX (Pacific Capital Small Cap A) |
-20.49%
Feb 2006 – Feb 2009 |
-7.52%
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 |
|---|---|---|---|---|
| PCSAX (Pacific Capital Small Cap A) |
34.48%
Mar 2003 – Mar 2006 |
21.85%
Oct 2002 – Oct 2007 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart