Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RCVIX (ROTHSCHILD U.S. SMALL-CAP VALUE FUND INSTITUTIONAL CLASS) | NA | 29.83% | 4.35% | NA | NA | NA | NA | … | … |
Data as of 07/01/2011, Common starting date is 01/09/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RCVIX (ROTHSCHILD U.S. SMALL-CAP VALUE FUND INSTITUTIONAL CLASS) | 01/09/2008 | 07/01/2011 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 29.83 | 4.35 | NA | NA | NA | NA | … | … | 0.54 | 24.26 | 23.48 | -25.20 |
| Sharpe Ratio | NA | 1.48 | 0.11 | NA | NA | NA | NA | … | … | 0.06 | 0.96 | 0.64 | -0.57 |
| Standard Deviation(%) | NA | 20.09 | 36.74 | NA | NA | NA | NA | … | … | 16.90 | 25.11 | 36.56 | 46.75 |
| Draw Down(%) | NA | 10.70 | 54.51 | NA | NA | NA | NA | … | … | 7.94 | 19.56 | 34.84 | 48.38 |
| Yield(%) | 0.00 | 3.82 | 1.60 | 0.98 | 0.49 | 0.33 | 0.24 | … | … | 1.43 | 2.08 | 1.12 | 0.49 |
Data as of 07/01/2011, Common starting date is 01/09/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RCVIX (ROTHSCHILD U.S. SMALL-CAP VALUE FUND INSTITUTIONAL CLASS) |
3.98%
May 2008 – May 2011 |
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 |
|---|---|---|---|---|
| RCVIX (ROTHSCHILD U.S. SMALL-CAP VALUE FUND INSTITUTIONAL CLASS) |
6.41%
Mar 2008 – Mar 2011 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart