Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PILEX (Performance Leaders Equity Instl) | NA | 17.38% | 15.31% | -2.45% | 5.66% | NA | NA | … | … |
Data as of 09/24/2012, Common starting date is 10/06/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PILEX (Performance Leaders Equity Instl) | 10/06/2000 | 09/24/2012 |
| 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 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.35 | 17.38 | 15.31 | -2.45 | 5.66 | NA | NA | … | … | 12.72 | -2.96 | 25.89 | 13.81 | -46.56 | 22.31 | 7.19 | 11.35 | 19.23 | 28.34 | -22.85 | -19.71 | -4.54 |
| Sharpe Ratio | NA | 0.98 | 0.68 | -0.11 | 0.21 | NA | NA | … | … | 1.14 | -0.11 | 1.13 | 0.71 | -1.35 | 1.05 | 0.20 | 0.64 | 1.27 | 1.60 | -1.11 | -1.20 | -0.81 |
| Standard Deviation(%) | NA | 19.19 | 22.37 | 25.40 | 21.77 | NA | NA | … | … | 15.55 | 26.70 | 22.89 | 19.32 | 35.03 | 18.53 | 19.48 | 14.34 | 14.43 | 17.32 | 21.61 | 18.67 | 27.76 |
| Draw Down(%) | NA | 10.96 | 27.45 | 56.51 | 56.51 | NA | NA | … | … | 10.96 | 27.45 | 17.68 | 18.00 | 51.33 | 14.06 | 16.06 | 9.88 | 11.97 | 7.61 | 27.05 | 30.69 | 11.80 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 2.03 | 3.06 | 1.30 | 0.97 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 11.72 | 7.57 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 09/24/2012, Common starting date is 10/06/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PILEX (Performance Leaders Equity Instl) |
-17.06%
Feb 2006 – Feb 2009 |
-5.23%
Jun 2004 – Jun 2009 |
0.52%
Nov 2000 – Nov 2010 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PILEX (Performance Leaders Equity Instl) |
22.44%
Mar 2003 – Mar 2006 |
17.44%
Dec 2002 – Dec 2007 |
4.77%
Aug 2002 – Aug 2012 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart