Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RIMVX (Rochdale Large Value) | NA | 8.11% | 1.62% | -7.61% | 1.92% | NA | NA | … | … |
Data as of 11/30/2012, Common starting date is 03/26/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RIMVX (Rochdale Large Value) | 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 (%) | -0.68 | 8.11 | 1.62 | -7.61 | 1.92 | NA | NA | … | … | 9.16 | -22.16 | 21.32 | 10.25 | -40.73 | 3.34 | 18.92 | 8.06 | 12.81 | 26.04 | -23.40 | -6.12 |
| Sharpe Ratio | NA | 0.58 | 0.07 | -0.27 | 0.03 | NA | NA | … | … | 0.71 | -0.83 | 0.79 | 0.36 | -1.02 | 0.02 | 1.54 | 0.53 | 0.99 | 1.49 | -0.93 | -0.50 |
| Standard Deviation(%) | NA | 13.88 | 23.78 | 29.08 | 23.00 | NA | NA | … | … | 14.19 | 26.83 | 27.01 | 27.85 | 40.57 | 17.78 | 10.20 | 11.07 | 11.95 | 17.04 | 26.31 | 20.08 |
| Draw Down(%) | NA | 12.63 | 32.76 | 55.96 | 57.79 | NA | NA | … | … | 12.63 | 32.76 | 22.88 | 24.78 | 50.19 | 12.10 | 7.77 | 8.10 | 8.63 | 14.46 | 35.22 | 27.20 |
| Yield(%) | 0.00 | 0.00 | 0.40 | 1.02 | 2.25 | 1.13 | 0.85 | … | … | 0.00 | 0.00 | 0.55 | 0.67 | 1.15 | 3.41 | 9.46 | 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 |
|---|---|---|---|---|
| RIMVX (Rochdale Large Value) |
-16.53%
Jun 2007 – Jun 2010 |
-10.25%
May 2007 – May 2012 |
-1.13%
Dec 2001 – Dec 2011 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RIMVX (Rochdale Large Value) |
19.59%
Mar 2003 – Mar 2006 |
15.93%
Sep 2002 – Sep 2007 |
3.28%
Sep 2002 – Sep 2012 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart