Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SALVX (Schroder Multi Asset Growth Adv ) | NA | -10.24% | 12.02% | 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 |
|---|---|---|
| SALVX (Schroder Multi Asset Growth Adv ) | 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 | -10.24 | 12.02 | NA | NA | NA | NA | … | … | 0.00 | -8.80 | 12.48 | 24.80 | -31.09 | 0.30 |
| Sharpe Ratio | NA | -0.86 | 0.77 | NA | NA | NA | NA | … | … | 0.00 | -0.71 | 0.63 | 1.67 | -1.55 | 38.82 |
| Standard Deviation(%) | NA | 11.89 | 15.46 | NA | NA | NA | NA | … | … | NA | 12.51 | 19.57 | 14.77 | 20.55 | 1.11 |
| Draw Down(%) | NA | 17.74 | 17.74 | NA | NA | NA | NA | … | … | 0.00 | 17.74 | 11.94 | 17.11 | 40.04 | 0.00 |
| Yield(%) | 0.00 | 1.51 | 3.49 | 1.93 | 0.97 | 0.64 | 0.48 | … | … | 0.00 | 1.52 | 3.90 | 2.68 | 3.40 | 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 |
|---|---|---|---|---|
| SALVX (Schroder Multi Asset Growth Adv ) |
-0.02%
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 |
|---|---|---|---|---|
| SALVX (Schroder Multi Asset Growth Adv ) |
10.91%
Nov 2008 – Nov 2011 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart