Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| STEI (Stewart Enterprises Inc) | NA | 80.82% | 28.03% | NA | NA | NA | NA | … | … |
Data as of 12/23/2013, Common starting date is 04/16/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| STEI (Stewart Enterprises Inc) | 04/16/2009 | 12/23/2013 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.08 | 80.82 | 28.03 | NA | NA | NA | NA | … | … | 76.08 | 36.45 | -12.66 | 33.38 | 50.91 |
| Sharpe Ratio | NA | 2.66 | 0.85 | NA | NA | NA | NA | … | … | 2.32 | 1.24 | -0.31 | 0.99 | 1.58 |
| Standard Deviation(%) | NA | 29.00 | 33.09 | NA | NA | NA | NA | … | … | 33.63 | 29.73 | 40.86 | 33.53 | 49.18 |
| Draw Down(%) | NA | 11.22 | 36.40 | NA | NA | NA | NA | … | … | 11.22 | 17.92 | 36.40 | 32.00 | 21.87 |
| Yield(%) | 0.00 | 2.42 | 2.37 | 3.94 | 1.97 | 1.31 | 0.99 | … | … | 2.28 | 3.39 | 1.47 | 2.75 | 1.59 |
Data as of 12/23/2013, Common starting date is 04/16/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STEI (Stewart Enterprises Inc) |
11.88%
Apr 2010 – Apr 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 |
|---|---|---|---|---|
| STEI (Stewart Enterprises Inc) |
42.96%
Aug 2010 – Aug 2013 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart