Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SCBT (First Financial Holdings Inc) | NA | 22.82% | 31.88% | 23.64% | 10.69% | 9.52% | NA | … | … |
Data as of 06/27/2014, Common starting date is 01/29/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SCBT (First Financial Holdings Inc) | 01/29/1997 | 06/27/2014 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.78 | 22.82 | 31.88 | 23.64 | 10.69 | 9.52 | NA | … | … | -8.16 | 67.92 | 41.27 | -9.36 | 20.68 | -17.54 | 11.23 | -18.71 | 27.85 | 1.72 | 20.07 | 28.17 | 40.19 | 51.93 | -39.41 | -18.48 | 33.17 | 42.42 |
| Sharpe Ratio | NA | 1.07 | 1.04 | 0.74 | 0.24 | NA | NA | … | … | -0.72 | 3.41 | 1.74 | -0.21 | 0.61 | -0.29 | 0.16 | -0.58 | 0.91 | -0.02 | 0.54 | 0.82 | 1.10 | 1.53 | -1.37 | -0.53 | 0.85 | 1.13 |
| Standard Deviation(%) | NA | 21.21 | 30.65 | 31.61 | 39.67 | NA | NA | … | … | 22.31 | 19.93 | 23.93 | 45.39 | 33.58 | 60.40 | 63.52 | 37.51 | 27.14 | 27.19 | 35.70 | 33.57 | 35.43 | 33.14 | 31.75 | 41.24 | 35.04 | 38.14 |
| Draw Down(%) | NA | 18.10 | 21.60 | 39.27 | 56.92 | NA | NA | … | … | 16.65 | 8.53 | 11.37 | 31.54 | 30.33 | 51.19 | 26.92 | 27.52 | 8.38 | 14.53 | 18.71 | 13.97 | 26.75 | 23.46 | 43.02 | 28.26 | 16.16 | 18.59 |
| Yield(%) | 0.00 | 1.54 | 2.58 | 3.04 | 2.38 | 2.54 | 1.68 | … | … | 0.60 | 1.78 | 2.32 | 2.05 | 2.40 | 2.01 | 2.16 | 1.61 | 2.53 | 2.05 | 2.25 | 2.70 | 3.23 | 4.26 | 2.45 | 1.96 | 2.03 | 1.19 |
Data as of 06/27/2014, Common starting date is 01/29/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCBT (First Financial Holdings Inc) |
-16.26%
Sep 1997 – Sep 2000 |
-5.49%
Feb 2004 – Feb 2009 |
0.65%
Feb 1999 – Feb 2009 |
6.22%
Jun 1997 – Jun 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCBT (First Financial Holdings Inc) |
39.76%
Dec 2000 – Dec 2003 |
27.63%
Feb 2009 – Feb 2014 |
14.39%
Dec 2000 – Dec 2010 |
10.19%
Jul 1998 – Jul 2013 |
Annualized Rolling Returns Comparison Chart