Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SMIVX (Sound Mind Investing Managed Volatility ) | NA | 7.98% | 0.00% | NA | NA | NA | NA | … | … |
Data as of 03/14/2011, Common starting date is 01/03/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SMIVX (Sound Mind Investing Managed Volatility ) | 01/03/2007 | 03/14/2011 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 7.98 | 0.00 | NA | NA | NA | NA | … | … | 3.05 | 8.36 | 12.92 | -28.95 | 13.07 |
| Sharpe Ratio | NA | 0.56 | -0.02 | NA | NA | NA | NA | … | … | 1.53 | 0.59 | 0.77 | -1.49 | 1.01 |
| Standard Deviation(%) | NA | 13.78 | 17.04 | NA | NA | NA | NA | … | … | 10.88 | 14.13 | 16.70 | 20.02 | 10.09 |
| Draw Down(%) | NA | 14.79 | 32.74 | NA | NA | NA | NA | … | … | 3.25 | 14.79 | 11.10 | 36.36 | 8.18 |
| 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 |
Data as of 03/14/2011, Common starting date is 01/03/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMIVX (Sound Mind Investing Managed Volatility ) |
-7.73%
Oct 2007 – Oct 2010 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMIVX (Sound Mind Investing Managed Volatility ) |
-0.81%
Feb 2008 – Feb 2011 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart