Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SALRX (Schroder Multi Asset Growth R ) | NA | -7.56% | 11.08% | NA | NA | NA | NA | … | … |
Data as of 01/26/2012, Common starting date is 12/27/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SALRX (Schroder Multi Asset Growth R ) | 12/27/2007 | 01/26/2012 |
| 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 | -7.56 | 11.08 | NA | NA | NA | NA | … | … | 0.00 | -6.40 | 12.60 | 24.54 | -31.32 | 0.30 |
| Sharpe Ratio | NA | -0.63 | 0.70 | NA | NA | NA | NA | … | … | 0.00 | -0.54 | 0.65 | 1.64 | -1.57 | 38.82 |
| Standard Deviation(%) | NA | 11.98 | 15.68 | NA | NA | NA | NA | … | … | NA | 11.98 | 19.37 | 14.88 | 20.49 | 1.11 |
| Draw Down(%) | NA | 17.75 | 17.75 | NA | NA | NA | NA | … | … | 0.00 | 17.75 | 11.76 | 17.23 | 40.08 | 0.00 |
| Yield(%) | 0.00 | 0.00 | 2.56 | 1.60 | 0.80 | 0.53 | 0.40 | … | … | 0.00 | 0.00 | 4.00 | 2.42 | 3.18 | 0.00 |
Data as of 01/26/2012, 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 |
|---|---|---|---|---|
| SALRX (Schroder Multi Asset Growth R ) |
-0.20%
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 |
|---|---|---|---|---|
| SALRX (Schroder Multi Asset Growth R ) |
11.36%
Nov 2008 – Nov 2011 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart