Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RIMKX (Rochdale Mid/Small Value) | NA | -33.80% | 1.55% | -12.42% | -0.91% | NA | NA | … | … |
Data as of 02/22/2012, Common starting date is 03/26/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RIMKX (Rochdale Mid/Small Value) | 03/26/2001 | 02/22/2012 |
| 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 (%) | 0.00 | -33.80 | 1.55 | -12.42 | -0.91 | NA | NA | … | … | 0.00 | -33.67 | 16.28 | 17.42 | -38.94 | -0.59 | 13.22 | 5.11 | 17.96 | 36.99 | -14.57 | 10.23 |
| Sharpe Ratio | NA | -1.35 | 0.01 | -0.46 | -0.09 | NA | NA | … | … | 0.00 | -1.32 | 0.63 | 0.71 | -0.97 | -0.20 | 0.68 | 0.18 | 1.12 | 2.35 | -0.66 | 0.59 |
| Standard Deviation(%) | NA | 25.03 | 24.77 | 28.57 | 23.84 | NA | NA | … | … | NA | 25.53 | 25.78 | 24.33 | 40.94 | 18.44 | 14.60 | 16.06 | 15.15 | 15.47 | 23.57 | 19.99 |
| Draw Down(%) | NA | 35.00 | 36.41 | 56.90 | 56.90 | NA | NA | … | … | 0.00 | 36.41 | 22.31 | 21.62 | 51.19 | 15.92 | 12.72 | 9.39 | 9.63 | 14.04 | 34.59 | 23.34 |
| Yield(%) | 0.00 | 0.00 | 0.06 | 2.94 | 3.01 | 2.19 | 1.64 | … | … | 0.00 | 0.00 | 0.00 | 0.17 | 0.19 | 15.42 | 3.20 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 02/22/2012, 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 |
|---|---|---|---|---|
| RIMKX (Rochdale Mid/Small Value) |
-17.43%
Feb 2006 – Feb 2009 |
-11.77%
Jan 2007 – Jan 2012 |
-1.01%
Dec 2001 – Dec 2011 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RIMKX (Rochdale Mid/Small Value) |
25.54%
Mar 2003 – Mar 2006 |
16.34%
Sep 2002 – Sep 2007 |
3.06%
Apr 2001 – Apr 2011 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart