Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RCBSX (CNI Charter RCB Sm Cap Val R) | NA | 6.83% | 25.33% | -1.47% | 4.87% | NA | NA | … | … |
Data as of 04/12/2012, Common starting date is 10/26/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RCBSX (CNI Charter RCB Sm Cap Val R) | 10/26/2000 | 04/12/2012 |
| 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 (%) | 0.00 | 6.83 | 25.33 | -1.47 | 4.87 | NA | NA | … | … | 6.12 | 3.18 | 20.00 | 59.96 | -46.41 | -12.19 | 13.48 | -1.61 | 19.36 | 47.81 | -10.73 | 21.53 | 9.52 |
| Sharpe Ratio | NA | 0.25 | 1.06 | -0.07 | 0.15 | NA | NA | … | … | 4.17 | 0.11 | 1.02 | 1.68 | -0.94 | -0.97 | 0.89 | -0.38 | 1.85 | 3.25 | -0.58 | 0.98 | 2.89 |
| Standard Deviation(%) | NA | 27.10 | 23.49 | 32.18 | 24.78 | NA | NA | … | … | 5.71 | 27.98 | 19.58 | 35.68 | 50.09 | 15.74 | 11.57 | 10.06 | 9.96 | 14.49 | 20.38 | 19.88 | 22.21 |
| Draw Down(%) | NA | 24.60 | 24.60 | 70.52 | 70.52 | NA | NA | … | … | 0.82 | 24.60 | 16.74 | 28.76 | 63.60 | 20.88 | 11.41 | 9.65 | 6.30 | 15.19 | 31.96 | 17.90 | 6.21 |
| Yield(%) | 0.00 | 0.00 | 0.42 | 3.34 | 3.80 | 3.81 | 2.86 | … | … | 0.00 | 0.00 | 0.75 | 0.14 | 1.47 | 16.28 | 1.68 | 1.35 | 5.48 | 0.47 | 0.09 | 2.57 | 2.13 |
Data as of 04/12/2012, Common starting date is 10/26/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RCBSX (CNI Charter RCB Sm Cap Val R) |
-23.49%
Feb 2006 – Feb 2009 |
-11.82%
Feb 2004 – Feb 2009 |
4.26%
Sep 2001 – Sep 2011 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RCBSX (CNI Charter RCB Sm Cap Val R) |
34.08%
Feb 2009 – Feb 2012 |
17.00%
Sep 2002 – Sep 2007 |
7.04%
Nov 2000 – Nov 2010 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart