Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SMTS (Sierra Metals Inc.) | NA | 88.53% | 12.27% | 4.02% | 23.61% | 7.35% | NA | … | … |
Data as of 08/06/2010, Common starting date is 12/29/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SMTS (Sierra Metals Inc.) | 12/29/1994 | 08/06/2010 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 88.53 | 12.27 | 4.02 | 23.61 | 7.35 | NA | … | … | 42.34 | 6.30 | -30.19 | 3.41 | -28.53 | 107.66 | 128.30 | 275.00 | -57.85 | 196.53 | 21.01 | -32.00 | -67.83 | -49.63 | 115.84 | -34.55 | -3.75 |
| Sharpe Ratio | NA | 2.04 | 0.19 | 0.03 | 0.28 | NA | NA | … | … | 1.53 | 0.12 | -0.43 | 0.01 | -0.59 | 2.04 | 1.82 | 4.09 | -0.64 | 1.68 | 0.12 | -0.29 | -0.67 | -0.96 | 1.03 | -0.24 | NA |
| Standard Deviation(%) | NA | 43.36 | 59.97 | 59.93 | 79.36 | NA | NA | … | … | 52.75 | 49.80 | 71.91 | 34.06 | 54.29 | 51.68 | 69.80 | 67.06 | 91.92 | 118.98 | 138.71 | 119.57 | 106.43 | 109.21 | 107.87 | 157.50 | 0.00 |
| Draw Down(%) | NA | 19.17 | 63.06 | 71.33 | 71.72 | NA | NA | … | … | 18.72 | 38.22 | 55.38 | 29.31 | 53.78 | 21.25 | 36.57 | 30.75 | 71.72 | 53.07 | 83.72 | 74.63 | 80.77 | 76.66 | 66.42 | 77.38 | 3.75 |
| 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 | 0.00 | 0.00 | 0.00 |
Data as of 08/06/2010, Common starting date is 12/29/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMTS (Sierra Metals Inc.) |
-54.94%
Aug 1996 – Aug 1999 |
-35.41%
Sep 1996 – Sep 2001 |
-3.54%
May 1996 – May 2006 |
1.80%
Feb 1995 – Feb 2010 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMTS (Sierra Metals Inc.) |
160.99%
Dec 2002 – Dec 2005 |
85.93%
Dec 2000 – Dec 2005 |
30.88%
Dec 1999 – Dec 2009 |
3.44%
Jul 1995 – Jul 2010 |
Annualized Rolling Returns Comparison Chart