Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SRESX (Sun Capital Global Real Estate Svc ) | NA | 26.05% | 6.45% | -6.61% | NA | NA | NA | … | … |
Data as of 05/01/2013, Common starting date is 07/23/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SRESX (Sun Capital Global Real Estate Svc ) | 07/23/2004 | 05/01/2013 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.38 | 26.05 | 6.45 | -6.61 | NA | NA | NA | … | … | 12.40 | 28.69 | -14.04 | 2.94 | 25.38 | -50.31 | -25.05 | 31.35 | -0.55 | 26.37 |
| Sharpe Ratio | NA | 2.18 | 0.33 | -0.19 | NA | NA | NA | … | … | 4.24 | 2.25 | -0.55 | 0.12 | 0.57 | -0.87 | -0.98 | 1.88 | -0.15 | 3.89 |
| Standard Deviation(%) | NA | 11.90 | 21.08 | 35.87 | NA | NA | NA | … | … | 10.03 | 12.83 | 25.78 | 23.61 | 44.38 | 58.65 | 28.70 | 15.00 | 17.90 | 17.48 |
| Draw Down(%) | NA | 8.76 | 28.65 | 73.90 | NA | NA | NA | … | … | 2.12 | 8.76 | 28.65 | 14.79 | 43.11 | 68.65 | 35.10 | 8.42 | 18.70 | 7.36 |
| 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 |
Data as of 05/01/2013, Common starting date is 07/23/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SRESX (Sun Capital Global Real Estate Svc ) |
-32.84%
Mar 2006 – Mar 2009 |
-16.25%
Nov 2006 – Nov 2011 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SRESX (Sun Capital Global Real Estate Svc ) |
21.64%
Feb 2009 – Feb 2012 |
-5.51%
Feb 2008 – Feb 2013 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart