Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RDR (RMR Preferred Dividend Fund) | NA | -80.48% | -54.12% | NA | NA | NA | NA | … | … |
Data as of 09/04/2009, Common starting date is 05/26/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RDR (RMR Preferred Dividend Fund) | 05/26/2005 | 09/04/2009 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -80.48 | -54.12 | NA | NA | NA | NA | … | … | 7.12 | -87.25 | -37.70 | 39.32 | -14.14 |
| Sharpe Ratio | NA | -0.63 | -0.63 | NA | NA | NA | NA | … | … | 0.15 | -0.86 | -1.25 | 2.43 | -1.47 |
| Standard Deviation(%) | NA | 127.82 | 88.67 | NA | NA | NA | NA | … | … | 69.49 | 102.83 | 32.71 | 14.87 | 16.89 |
| Draw Down(%) | NA | 89.80 | 95.45 | NA | NA | NA | NA | … | … | 58.48 | 92.21 | 43.74 | 6.98 | 15.67 |
| Yield(%) | 0.00 | 2.83 | 6.25 | 5.51 | 2.76 | 1.84 | 1.38 | … | … | 1.46 | 8.35 | 8.74 | 10.94 | 4.50 |
Data as of 09/04/2009, Common starting date is 05/26/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RDR (RMR Preferred Dividend Fund) |
-58.18%
Mar 2006 – Mar 2009 |
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 |
|---|---|---|---|---|
| RDR (RMR Preferred Dividend Fund) |
-14.60%
Jun 2005 – Jun 2008 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart