Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RSVEX (Russell US Value E) | NA | -32.34% | -6.94% | -7.14% | 1.93% | NA | NA | … | … |
Data as of 03/26/2013, Common starting date is 02/14/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RSVEX (Russell US Value E) | 02/14/2001 | 03/26/2013 |
| 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | |
|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -32.34 | -6.94 | -7.14 | 1.93 | NA | NA | … | … |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | … | … |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | … | … |
| Draw Down(%) | NA | NA | NA | NA | NA | NA | … | … |
| Yield(%) | 0.46 | 0.66 | 0.70 | 5.67 | 2.81 | 2.10 | … | … |
Data as of 03/26/2013, Common starting date is 02/14/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RSVEX (Russell US Value E) |
-22.47%
Feb 2006 – Feb 2009 |
-10.52%
Feb 2004 – Feb 2009 |
1.66%
Sep 2001 – Sep 2011 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RSVEX (Russell US Value E) |
28.47%
Feb 2009 – Feb 2012 |
16.41%
Sep 2002 – Sep 2007 |
6.24%
Sep 2002 – Sep 2012 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart