Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SMVMX (Smead Value Institutional) | NA | 15.76% | 29.28% | NA | NA | NA | NA | … | … |
Data as of 11/21/2014, Common starting date is 12/22/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SMVMX (Smead Value Institutional) | 12/22/2009 | 11/21/2014 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.92 | 15.76 | 29.28 | NA | NA | NA | NA | … | … | 12.00 | 37.89 | 28.09 | 4.91 | 12.68 | -0.81 |
| Sharpe Ratio | NA | 1.37 | 2.24 | NA | NA | NA | NA | … | … | 1.16 | 2.98 | 2.11 | 0.20 | 0.70 | -3.65 |
| Standard Deviation(%) | NA | 11.48 | 13.08 | NA | NA | NA | NA | … | … | 11.63 | 12.70 | 13.43 | 24.14 | 17.95 | 7.90 |
| Draw Down(%) | NA | 7.34 | 9.05 | NA | NA | NA | NA | … | … | 7.34 | 6.27 | 9.05 | 18.25 | 17.13 | 1.55 |
| Yield(%) | 0.00 | 3.39 | 3.14 | 2.11 | 1.06 | 0.70 | 0.53 | … | … | 0.00 | 4.41 | 2.16 | 0.84 | 0.50 | 0.00 |
Data as of 11/21/2014, Common starting date is 12/22/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMVMX (Smead Value Institutional) |
17.64%
Mar 2010 – Mar 2013 |
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 |
|---|---|---|---|---|
| SMVMX (Smead Value Institutional) |
29.21%
Sep 2011 – Sep 2014 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart