Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RDSA (Royal Dutch Shell A) | NA | 54.48% | 0.59% | NA | NA | NA | NA | … | … |
Data as of 04/22/2010, Common starting date is 07/22/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RDSA (Royal Dutch Shell A) | 07/22/2005 | 04/22/2010 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.05 | 54.48 | 0.59 | NA | NA | NA | NA | … | … | 3.25 | 20.96 | -34.19 | 23.46 | 19.35 | 2.29 |
| Sharpe Ratio | NA | 2.18 | -0.01 | NA | NA | NA | NA | … | … | 0.49 | 0.63 | -0.63 | 0.97 | 0.90 | 0.13 |
| Standard Deviation(%) | NA | 25.01 | 39.74 | NA | NA | NA | NA | … | … | 22.81 | 33.28 | 55.44 | 21.07 | 18.00 | 20.39 |
| Draw Down(%) | NA | 16.30 | 53.72 | NA | NA | NA | NA | … | … | 13.81 | 29.52 | 50.74 | 15.80 | 11.45 | 13.75 |
| Yield(%) | 0.00 | 7.98 | 4.50 | 4.46 | 2.23 | 1.49 | 1.12 | … | … | 1.35 | 6.02 | 3.71 | 4.03 | 3.83 | 1.81 |
Data as of 04/22/2010, Common starting date is 07/22/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RDSA (Royal Dutch Shell A) |
-8.73%
Apr 2006 – Apr 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 |
|---|---|---|---|---|
| RDSA (Royal Dutch Shell A) |
6.27%
Aug 2005 – Aug 2008 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart