Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RIMGX (Rochdale Large Growth) | NA | 11.01% | 4.78% | -2.91% | 2.53% | NA | NA | … | … |
Data as of 11/30/2012, Common starting date is 03/26/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RIMGX (Rochdale Large Growth) | 03/26/2001 | 11/30/2012 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.11 | 11.01 | 4.78 | -2.91 | 2.53 | NA | NA | … | … | 14.04 | -19.25 | 21.91 | 23.01 | -38.04 | 8.39 | 9.59 | 2.07 | 5.71 | 23.02 | -25.29 | 4.31 |
| Sharpe Ratio | NA | 0.85 | 0.21 | -0.12 | 0.06 | NA | NA | … | … | 1.19 | -0.73 | 0.85 | 0.93 | -1.00 | 0.35 | 0.60 | -0.01 | 0.41 | 0.68 | -1.06 | 0.16 |
| Standard Deviation(%) | NA | 12.84 | 22.90 | 27.43 | 23.55 | NA | NA | … | … | 12.93 | 26.55 | 25.78 | 24.68 | 38.71 | 15.37 | 10.59 | 9.88 | 11.49 | 32.91 | 24.88 | 23.75 |
| Draw Down(%) | NA | 8.97 | 30.19 | 49.38 | 50.55 | NA | NA | … | … | 8.97 | 30.19 | 23.01 | 18.56 | 47.55 | 8.81 | 8.42 | 6.13 | 9.90 | 19.89 | 31.56 | 27.86 |
| Yield(%) | 0.00 | 0.00 | 0.08 | 0.51 | 0.38 | 0.21 | 0.16 | … | … | 0.00 | 0.00 | 0.11 | 0.16 | 0.26 | 2.27 | 0.02 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 11/30/2012, Common starting date is 03/26/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RIMGX (Rochdale Large Growth) |
-13.93%
Feb 2006 – Feb 2009 |
-7.39%
Feb 2004 – Feb 2009 |
-1.23%
Dec 2001 – Dec 2011 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RIMGX (Rochdale Large Growth) |
14.78%
Feb 2009 – Feb 2012 |
11.09%
Sep 2002 – Sep 2007 |
3.78%
Sep 2002 – Sep 2012 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart