Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SMBL (Smart Balance, Inc.) | NA | 51.71% | -17.95% | -8.62% | NA | NA | NA | … | … |
Data as of 11/11/2014, Common starting date is 05/02/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SMBL (Smart Balance, Inc.) | 05/02/2007 | 11/11/2014 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.30 | 51.71 | -17.95 | -8.62 | NA | NA | NA | … | … | 157.84 | 140.67 | 23.79 | -27.83 | -11.76 | -37.79 | 9.52 |
| Sharpe Ratio | NA | 3.15 | 0.62 | 0.07 | NA | NA | NA | … | … | 3.13 | 2.77 | 0.47 | -0.59 | -0.24 | -0.51 | 0.36 |
| Standard Deviation(%) | NA | 50.13 | 51.39 | 59.83 | NA | NA | NA | … | … | 50.78 | 51.32 | 50.20 | 46.97 | 49.32 | 75.97 | 33.13 |
| Draw Down(%) | NA | 23.19 | 50.72 | 69.12 | NA | NA | NA | … | … | 23.19 | 23.19 | 30.29 | 50.72 | 41.71 | 55.59 | 19.63 |
| 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 |
Data as of 11/11/2014, Common starting date is 05/02/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMBL (Smart Balance, Inc.) |
-33.49%
Nov 2007 – Nov 2010 |
-23.30%
Oct 2008 – Oct 2013 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMBL (Smart Balance, Inc.) |
32.12%
Nov 2009 – Nov 2012 |
4.23%
Aug 2007 – Aug 2012 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart