Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SSMIX (Symons Small Cap Inst) | NA | -34.00% | -7.25% | -0.29% | NA | NA | NA | … | … |
Data as of 10/31/2014, Common starting date is 05/07/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SSMIX (Symons Small Cap Inst) | 05/07/2008 | 10/31/2014 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -34.00 | -7.25 | -0.29 | NA | NA | NA | … | … | -36.29 | 19.58 | 4.05 | -8.19 | 24.38 | 49.22 | -40.87 |
| Sharpe Ratio | NA | -0.88 | -0.30 | -0.01 | NA | NA | NA | … | … | -1.00 | 1.85 | 0.35 | -0.33 | 1.37 | 1.70 | -1.23 |
| Standard Deviation(%) | NA | 38.45 | 24.49 | 23.18 | NA | NA | NA | … | … | 41.79 | 10.57 | 11.41 | 24.79 | 17.78 | 28.94 | 45.44 |
| Draw Down(%) | NA | 36.29 | 36.29 | 36.29 | NA | NA | NA | … | … | 36.29 | 7.19 | 10.80 | 26.32 | 13.62 | 28.81 | 54.88 |
| Yield(%) | 0.00 | 1.03 | 4.01 | 3.36 | 1.40 | 0.94 | 0.70 | … | … | 0.00 | 1.16 | 1.51 | 8.61 | 1.97 | 0.00 | 0.57 |
Data as of 10/31/2014, Common starting date is 05/07/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SSMIX (Symons Small Cap Inst) |
-0.38%
Apr 2011 – Apr 2014 |
4.88%
Aug 2008 – Aug 2013 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SSMIX (Symons Small Cap Inst) |
30.11%
Feb 2009 – Feb 2012 |
20.35%
Feb 2009 – Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart