Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RCR (Rmr Dividend Capture Fund) | NA | -20.00% | -44.15% | -29.50% | NA | NA | NA | … | … |
Data as of 11/28/2014, Common starting date is 12/19/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RCR (Rmr Dividend Capture Fund) | 12/19/2007 | 11/28/2014 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2014 | 2013 | 2012 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -20.00 | -44.15 | -29.50 | NA | NA | NA | … | … | 0.00 | -81.99 | -97.47 | -15.00 | -88.24 | 0.00 |
| Sharpe Ratio | NA | -0.12 | -0.28 | -0.22 | NA | NA | NA | … | … | 0.00 | -0.37 | -0.13 | -0.27 | -0.78 | -0.54 |
| Standard Deviation(%) | NA | 165.00 | 294.83 | 294.83 | NA | NA | NA | … | … | 157.66 | 220.69 | 512.07 | 78.65 | 114.28 | 4.57 |
| Draw Down(%) | NA | 70.00 | 99.66 | 99.66 | NA | NA | NA | … | … | 70.00 | 90.11 | 98.26 | 63.88 | 94.07 | 0.50 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.76 | 0.51 | 0.38 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 7.60 | 0.00 |
Data as of 11/28/2014, Common starting date is 12/19/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RCR (Rmr Dividend Capture Fund) |
-92.00%
Dec 2010 – Dec 2013 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RCR (Rmr Dividend Capture Fund) |
-80.69%
Oct 2011 – Oct 2014 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart