Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RVI (Retail Value Inc) | NA | 126.28% | 63.43% | 7.07% | 8.82% | 5.52% | NA | … | … |
Data as of 05/25/2011, Common starting date is 06/12/1991
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RVI (Retail Value Inc) | 06/12/1991 | 05/25/2011 |
| 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 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 15.62 | 126.28 | 63.43 | 7.07 | 8.82 | 5.52 | NA | … | … | 35.77 | 83.35 | 156.20 | -31.83 | -73.27 | 53.05 | 75.21 | 49.47 | 159.56 | -61.06 | -10.48 | -65.30 | 8.54 | 57.16 | -15.52 | 55.56 | -22.86 | -40.15 | -27.34 | 1.21 | 102.65 |
| Sharpe Ratio | NA | 2.71 | 0.66 | 0.07 | 0.09 | NA | NA | … | … | 2.48 | 1.76 | 1.56 | -0.23 | -1.18 | 1.35 | 1.53 | 0.90 | 2.33 | -0.76 | -0.16 | -1.08 | 0.10 | 0.80 | -0.51 | 1.07 | -0.68 | -1.24 | -0.78 | -0.03 | 5.07 |
| Standard Deviation(%) | NA | 46.51 | 101.73 | 88.58 | 78.50 | NA | NA | … | … | 46.86 | 47.35 | 100.35 | 143.83 | 65.15 | 37.00 | 47.54 | 53.60 | 68.20 | 81.69 | 84.69 | 64.23 | 54.17 | 67.08 | 37.88 | 47.87 | 39.35 | 34.96 | 37.48 | 42.63 | 49.94 |
| Draw Down(%) | NA | 26.41 | 83.51 | 95.81 | 95.81 | NA | NA | … | … | 10.45 | 33.71 | 56.20 | 87.20 | 81.05 | 23.27 | 35.27 | 37.53 | 35.67 | 68.11 | 77.91 | 72.92 | 41.15 | 63.91 | 35.66 | 31.37 | 34.78 | 50.03 | 39.68 | 46.68 | 26.63 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 05/25/2011, Common starting date is 06/12/1991
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RVI (Retail Value Inc) |
-54.04%
Nov 2005 – Nov 2008 |
-36.86%
Mar 1998 – Mar 2003 |
-21.32%
Dec 1992 – Dec 2002 |
-15.26%
Nov 1993 – Nov 2008 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RVI (Retail Value Inc) |
105.07%
Mar 2003 – Mar 2006 |
42.34%
Oct 2001 – Oct 2006 |
12.00%
Dec 2000 – Dec 2010 |
7.11%
Feb 1996 – Feb 2011 |
Annualized Rolling Returns Comparison Chart