Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RSVSX (Russell US Value S) | NA | -33.85% | -7.33% | -7.28% | 1.97% | NA | NA | … | … |
Data as of 03/26/2013, Common starting date is 02/14/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RSVSX (Russell US Value S) | 02/14/2001 | 03/26/2013 |
| 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | |
|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -33.85 | -7.33 | -7.28 | 1.97 | 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(%) | 0.61 | 1.06 | 0.97 | 6.00 | 2.94 | 2.20 | … | … |
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 |
|---|---|---|---|---|
| RSVSX (Russell US Value S) |
-22.35%
Feb 2006 – Feb 2009 |
-10.35%
Feb 2004 – Feb 2009 |
1.88%
Sep 2001 – Sep 2011 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RSVSX (Russell US Value S) |
29.01%
Feb 2009 – Feb 2012 |
16.68%
Sep 2002 – Sep 2007 |
6.51%
Sep 2002 – Sep 2012 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart