Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SAGIX (Symons Alpha Growth Institutional) | NA | -0.93% | 12.72% | NA | NA | NA | NA | … | … |
Data as of 10/20/2011, Common starting date is 01/04/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SAGIX (Symons Alpha Growth Institutional) | 01/04/2007 | 10/20/2011 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -0.93 | 12.72 | NA | NA | NA | NA | … | … | -8.20 | 14.15 | 53.69 | -52.27 | 2.78 |
| Sharpe Ratio | NA | -0.07 | 0.48 | NA | NA | NA | NA | … | … | -0.72 | 1.09 | 2.07 | -1.18 | -0.02 |
| Standard Deviation(%) | NA | 13.22 | 26.17 | NA | NA | NA | NA | … | … | 14.03 | 12.95 | 25.95 | 45.03 | 13.44 |
| Draw Down(%) | NA | 17.82 | 32.27 | NA | NA | NA | NA | … | … | 17.82 | 11.64 | 19.61 | 63.65 | 12.58 |
| Yield(%) | 0.00 | 0.25 | 0.15 | 0.61 | 0.30 | 0.20 | 0.15 | … | … | 0.00 | 0.26 | 0.10 | 0.00 | 2.80 |
Data as of 10/20/2011, Common starting date is 01/04/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SAGIX (Symons Alpha Growth Institutional) |
-14.21%
Jun 2007 – Jun 2010 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SAGIX (Symons Alpha Growth Institutional) |
2.21%
Sep 2008 – Sep 2011 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart