Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SERV (Serve Robotics Inc.) | NA | 45.60% | 13.34% | 67.14% | 25.41% | 17.57% | 12.97% | … | … |
Data as of 12/05/2014, Common starting date is 03/28/1990
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SERV (Serve Robotics Inc.) | 03/28/1990 | 12/05/2014 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2014 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.96 | 45.60 | 13.34 | 67.14 | 25.41 | 17.57 | 12.97 | … | … | 677.78 | 48.05 | 38.95 | 37.62 | -77.10 | 52.87 | -0.74 | -3.84 | 37.66 | 13.31 | -0.67 | -1.04 | -3.16 | -12.51 | -38.04 | 68.05 | 3.92 | 10.90 | -40.85 | 79.55 | 11.04 | 32.63 | -28.93 |
| Sharpe Ratio | NA | 6.32 | 1.16 | 0.83 | 0.28 | NA | NA | … | … | 0.35 | 0.99 | 0.37 | 0.31 | -0.67 | 1.19 | -0.11 | -0.07 | 0.56 | 0.27 | -0.03 | -0.08 | -0.14 | -0.14 | -0.55 | 0.22 | 0.01 | 0.10 | -0.72 | 1.52 | 0.18 | 0.49 | -0.67 |
| Standard Deviation(%) | NA | 107.25 | 84.41 | 80.80 | 88.21 | NA | NA | … | … | 252.00 | 81.92 | 105.16 | 122.04 | 117.10 | 41.99 | 35.40 | 89.05 | 65.16 | 47.22 | 64.08 | 43.45 | 51.96 | 113.82 | 74.71 | 58.01 | 61.53 | 72.08 | 60.85 | 50.72 | 48.44 | 58.29 | 62.01 |
| Draw Down(%) | NA | 17.50 | 17.50 | 58.84 | 81.08 | NA | NA | … | … | 17.50 | 27.55 | 58.84 | 43.21 | 78.21 | 16.02 | 20.82 | 46.20 | 27.98 | 20.20 | 35.65 | 23.25 | 31.51 | 55.66 | 39.86 | 27.50 | 34.78 | 20.00 | 42.16 | 15.38 | 19.47 | 30.76 | 51.80 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.66 | 1.75 | 2.50 | 2.37 | … | … | 0.00 | 0.89 | 2.29 | 3.75 | 2.47 | 3.30 | 3.15 | 2.71 | 7.29 | 3.79 | 3.65 | 3.49 | 3.26 | 2.94 | 2.27 | 2.42 | 1.13 | 2.31 | 1.34 | 1.98 | 2.99 | 5.33 | 0.94 |
Data as of 12/05/2014, Common starting date is 03/28/1990
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SERV (Serve Robotics Inc.) |
-29.69%
Dec 2005 – Dec 2008 |
-19.09%
Aug 2005 – Aug 2010 |
-8.01%
Dec 1998 – Dec 2008 |
-7.55%
Dec 1993 – Dec 2008 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SERV (Serve Robotics Inc.) |
169.25%
Sep 2011 – Sep 2014 |
48.27%
Aug 2009 – Aug 2014 |
26.38%
Nov 2004 – Nov 2014 |
16.16%
Aug 1999 – Aug 2014 |
Annualized Rolling Returns Comparison Chart