Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SUMT (SUMTOTAL SYSTEMS INC) | NA | 8.74% | -3.81% | -0.61% | NA | NA | NA | … | … |
Data as of 07/30/2009, Common starting date is 03/23/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SUMT (SUMTOTAL SYSTEMS INC) | 03/23/2004 | 07/30/2009 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 8.74 | -3.81 | -0.61 | NA | NA | NA | … | … | 70.77 | -40.21 | -21.49 | 34.44 | -14.29 | -33.29 |
| Sharpe Ratio | NA | 0.10 | -0.06 | -0.04 | NA | NA | NA | … | … | 1.67 | -0.65 | -0.51 | 0.70 | -0.35 | -1.11 |
| Standard Deviation(%) | NA | 83.59 | 67.57 | 62.65 | NA | NA | NA | … | … | 91.89 | 63.06 | 48.70 | 45.02 | 47.34 | 37.50 |
| Draw Down(%) | NA | 74.26 | 85.43 | 85.43 | NA | NA | NA | … | … | 58.60 | 54.26 | 48.21 | 22.50 | 35.16 | 43.68 |
| 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 |
Data as of 07/30/2009, Common starting date is 03/23/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SUMT (SUMTOTAL SYSTEMS INC) |
-30.57%
Mar 2006 – Mar 2009 |
-10.49%
Apr 2004 – Apr 2009 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SUMT (SUMTOTAL SYSTEMS INC) |
15.68%
Jul 2004 – Jul 2007 |
-5.82%
May 2004 – May 2009 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart