Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ROAC (Rock Of Ages Corp) | NA | 74.67% | 3.25% | 1.56% | -0.01% | NA | NA | … | … |
Data as of 01/19/2011, Common starting date is 10/22/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ROAC (Rock Of Ages Corp) | 10/22/1997 | 01/19/2011 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.19 | 74.67 | 3.25 | 1.56 | -0.01 | NA | NA | … | … | 0.19 | 77.29 | 47.50 | -60.00 | 22.55 | -5.34 | -39.88 | 27.93 | 2.83 | 12.77 | 11.33 | -1.32 | -68.00 | -8.06 | -22.96 |
| Sharpe Ratio | NA | 1.75 | 0.02 | 0.00 | -0.02 | NA | NA | … | … | 0.96 | 1.66 | 0.71 | -0.69 | 0.44 | -0.21 | -1.41 | 0.67 | 0.04 | 0.19 | 0.19 | -0.07 | -1.50 | -0.23 | -2.23 |
| Standard Deviation(%) | NA | 42.67 | 70.81 | 63.76 | 59.30 | NA | NA | … | … | 4.16 | 46.39 | 66.54 | 87.61 | 44.24 | 41.91 | 29.85 | 40.06 | 47.67 | 62.28 | 48.53 | 72.16 | 47.34 | 49.18 | 35.10 |
| Draw Down(%) | NA | 16.48 | 71.15 | 76.92 | 82.25 | NA | NA | … | … | 0.57 | 16.48 | 24.07 | 71.15 | 29.23 | 27.52 | 48.03 | 18.42 | 25.28 | 50.88 | 31.01 | 38.57 | 69.12 | 48.99 | 25.73 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.40 | 0.07 | 0.05 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 1.37 | 1.39 | 0.71 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 01/19/2011, Common starting date is 10/22/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ROAC (Rock Of Ages Corp) |
-39.39%
Nov 1997 – Nov 2000 |
-24.12%
Mar 2004 – Mar 2009 |
-17.53%
Dec 1998 – Dec 2008 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ROAC (Rock Of Ages Corp) |
16.70%
Jun 2001 – Jun 2004 |
11.20%
Jan 2000 – Jan 2005 |
2.79%
Nov 2000 – Nov 2010 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart