Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
SFLY (Shutterfly Inc) NA -26.90% 4.94% 0.48% 11.91% NA NA
Data as of 09/25/2019, Common starting date is 09/29/2006
More Performance Analytics Comparison
Name Start Date End Date
SFLY (Shutterfly Inc) 09/29/2006 09/25/2019
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006
Annualized Return (%) 0.12 -26.90 4.94 0.48 11.91 NA NA 26.60 -19.08 -0.86 12.61 6.86 -18.12 70.51 31.24 -34.77 95.90 154.79 -72.72 77.92 -7.40
Sharpe Ratio NA -0.74 0.10 -0.01 0.29 NA NA 1.33 -0.43 -0.05 0.43 0.32 -0.48 1.80 0.63 -0.60 2.57 2.50 -0.97 1.56 -0.69
Standard Deviation(%) NA 38.21 35.51 32.17 39.21 NA NA 27.27 46.95 28.74 28.96 21.63 37.42 39.24 49.65 57.72 37.21 61.95 75.77 48.21 43.59
Draw Down(%) NA 48.95 63.48 63.48 64.50 NA NA 20.08 63.48 24.73 20.91 27.01 32.59 24.59 29.65 64.50 16.06 25.88 76.81 29.70 22.19
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 09/25/2019, Common starting date is 09/29/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SFLY (Shutterfly Inc) -12.72%
Apr 2011 – Apr 2014
-5.67%
Apr 2011 – Apr 2016
2.50%
Oct 2007 – Oct 2017
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SFLY (Shutterfly Inc) 81.29%
Jul 2008 – Jul 2011
48.76%
Dec 2008 – Dec 2013
24.59%
Jul 2008 – Jul 2018
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return