Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PSDFX (Performance Strategic Dividend Inst) | NA | 18.72% | 12.66% | 0.02% | NA | NA | NA | … | … |
Data as of 09/24/2012, Common starting date is 06/30/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PSDFX (Performance Strategic Dividend Inst) | 06/30/2005 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.34 | 18.72 | 12.66 | 0.02 | NA | NA | NA | … | … | 8.36 | 5.70 | 16.20 | 20.10 | -34.33 | -0.84 | 13.52 | 0.38 |
| Sharpe Ratio | NA | 1.42 | 0.76 | -0.01 | NA | NA | NA | … | … | 1.11 | 0.28 | 0.98 | 0.73 | -0.92 | -0.27 | 1.05 | -0.17 |
| Standard Deviation(%) | NA | 14.46 | 16.47 | 24.66 | NA | NA | NA | … | … | 10.43 | 19.92 | 16.50 | 27.33 | 38.30 | 14.64 | 9.65 | 10.78 |
| Draw Down(%) | NA | 7.65 | 16.56 | 55.29 | NA | NA | NA | … | … | 7.65 | 16.56 | 12.27 | 29.57 | 42.39 | 9.87 | 6.73 | 7.69 |
| Yield(%) | 0.00 | 1.91 | 1.71 | 0.72 | 0.43 | 0.28 | 0.21 | … | … | 1.32 | 1.53 | 1.40 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 09/24/2012, Common starting date is 06/30/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSDFX (Performance Strategic Dividend Inst) |
-16.51%
Feb 2006 – Feb 2009 |
-2.34%
Jul 2005 – Jul 2010 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSDFX (Performance Strategic Dividend Inst) |
24.54%
Feb 2009 – Feb 2012 |
1.64%
May 2006 – May 2011 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart