Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SHMR (Shamir Optical Industry Ltd) | NA | 87.70% | 35.12% | 13.93% | NA | NA | NA | … | … |
Data as of 07/01/2011, Common starting date is 03/14/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SHMR (Shamir Optical Industry Ltd) | 03/14/2005 | 07/01/2011 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.35 | 87.70 | 35.12 | 13.93 | NA | NA | NA | … | … | 3.20 | 82.33 | 202.52 | -70.79 | 20.48 | -25.02 | -27.48 |
| Sharpe Ratio | NA | 3.63 | 0.56 | 0.21 | NA | NA | NA | … | … | 0.64 | 2.02 | 2.87 | -1.03 | 0.39 | -0.90 | -0.89 |
| Standard Deviation(%) | NA | 24.16 | 62.48 | 58.48 | NA | NA | NA | … | … | 10.11 | 40.69 | 70.42 | 69.43 | 44.96 | 31.59 | 39.55 |
| Draw Down(%) | NA | 8.10 | 61.39 | 78.47 | NA | NA | NA | … | … | 5.49 | 32.80 | 17.90 | 72.03 | 37.73 | 30.34 | 52.51 |
| Yield(%) | 0.00 | 10.05 | 7.21 | 4.28 | 1.22 | 0.81 | 0.61 | … | … | 0.00 | 9.63 | 19.52 | 2.54 | 2.98 | 0.00 | 0.00 |
Data as of 07/01/2011, Common starting date is 03/14/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SHMR (Shamir Optical Industry Ltd) |
-35.86%
Dec 2005 – Dec 2008 |
-12.17%
May 2005 – May 2010 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SHMR (Shamir Optical Industry Ltd) |
32.34%
Jun 2008 – Jun 2011 |
13.63%
Jun 2006 – Jun 2011 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart