Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PGNIX (Pacific Capital Growth and Income Y) | NA | 8.45% | -8.23% | -3.46% | -4.75% | NA | NA | … | … |
Data as of 08/03/2010, Common starting date is 05/22/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PGNIX (Pacific Capital Growth and Income Y) | 05/22/1997 | 08/03/2010 |
| 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 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 8.45 | -8.23 | -3.46 | -4.75 | NA | NA | … | … | -2.34 | 20.86 | -36.36 | 1.07 | 10.29 | 4.72 | 9.02 | 25.37 | -28.52 | -19.13 | -4.06 | 23.65 | 28.52 | 18.93 |
| Sharpe Ratio | NA | 0.48 | -0.30 | -0.21 | -0.28 | NA | NA | … | … | -0.22 | 0.83 | -0.94 | -0.12 | 0.63 | 0.23 | 0.72 | 1.44 | -1.11 | -0.82 | -0.29 | 1.01 | 1.11 | 1.49 |
| Standard Deviation(%) | NA | 17.54 | 29.27 | 23.86 | 22.45 | NA | NA | … | … | 18.86 | 25.15 | 39.46 | 16.34 | 11.15 | 10.84 | 11.20 | 17.17 | 26.67 | 26.57 | 27.68 | 20.31 | 22.64 | 19.67 |
| Draw Down(%) | NA | 14.48 | 53.36 | 54.15 | 62.15 | NA | NA | … | … | 14.48 | 24.94 | 47.06 | 11.86 | 10.12 | 7.70 | 8.49 | 13.58 | 37.28 | 37.87 | 21.79 | 12.08 | 25.40 | 10.69 |
| Yield(%) | 0.00 | 0.78 | 2.62 | 1.96 | 1.91 | 4.75 | 3.57 | … | … | 0.41 | 1.03 | 1.08 | 6.20 | 0.69 | 0.30 | 0.00 | 0.35 | 0.24 | 0.09 | 13.65 | 14.69 | 13.85 | 10.68 |
Data as of 08/03/2010, Common starting date is 05/22/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PGNIX (Pacific Capital Growth and Income Y) |
-21.23%
Mar 2000 – Mar 2003 |
-8.13%
Feb 2004 – Feb 2009 |
-5.01%
Feb 1999 – Feb 2009 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PGNIX (Pacific Capital Growth and Income Y) |
25.11%
Aug 1997 – Aug 2000 |
11.79%
Sep 2002 – Sep 2007 |
4.95%
Jun 1997 – Jun 2007 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart