Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SALAX (Schroder Multi Asset Growth A ) | NA | -10.10% | 12.13% | NA | NA | NA | NA | … | … |
Data as of 02/24/2012, Common starting date is 12/27/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SALAX (Schroder Multi Asset Growth A ) | 12/27/2007 | 02/24/2012 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -10.10 | 12.13 | NA | NA | NA | NA | … | … | 0.00 | -8.77 | 12.76 | 25.01 | -31.18 | 0.30 |
| Sharpe Ratio | NA | -0.82 | 0.78 | NA | NA | NA | NA | … | … | 0.00 | -0.67 | 0.65 | 1.67 | -1.56 | 38.82 |
| Standard Deviation(%) | NA | 12.33 | 15.55 | NA | NA | NA | NA | … | … | NA | 13.04 | 19.45 | 14.94 | 20.52 | 1.11 |
| Draw Down(%) | NA | 17.68 | 17.68 | NA | NA | NA | NA | … | … | 0.00 | 17.68 | 11.75 | 17.08 | 40.04 | 0.00 |
| Yield(%) | 0.00 | 0.00 | 2.79 | 1.66 | 0.83 | 0.55 | 0.42 | … | … | 0.00 | 0.00 | 4.18 | 2.44 | 3.32 | 0.00 |
Data as of 02/24/2012, Common starting date is 12/27/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SALAX (Schroder Multi Asset Growth A ) |
0.07%
Jan 2008 – Jan 2011 |
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 |
|---|---|---|---|---|
| SALAX (Schroder Multi Asset Growth A ) |
10.98%
Nov 2008 – Nov 2011 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart