Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SVFCX (Smead Value Fund Class C) | NA | 24.32% | 6.22% | 6.05% | 7.55% | NA | NA | … | … |
Data as of 06/07/2011, Common starting date is 01/12/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SVFCX (Smead Value Fund Class C) | 01/12/1999 | 06/07/2011 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 24.32 | 6.22 | 6.05 | 7.55 | NA | NA | … | … | -2.24 | 29.23 | 30.10 | -27.97 | -1.71 | 24.61 | 7.28 | 16.30 | 39.00 | -18.74 | 18.89 | 25.12 | 4.29 |
| Sharpe Ratio | NA | 1.16 | 0.17 | 0.17 | 0.28 | NA | NA | … | … | -0.27 | 1.31 | 0.98 | -0.70 | -0.27 | 1.60 | 0.40 | 1.21 | 2.83 | -1.02 | 1.15 | 1.58 | 0.12 |
| Standard Deviation(%) | NA | 20.99 | 32.51 | 27.88 | 22.46 | NA | NA | … | … | 19.60 | 22.32 | 30.56 | 41.38 | 17.76 | 13.40 | 12.80 | 12.69 | 13.52 | 19.37 | 14.71 | 13.35 | 9.99 |
| Draw Down(%) | NA | 11.52 | 49.31 | 55.97 | 55.97 | NA | NA | … | … | 10.49 | 18.79 | 31.14 | 46.43 | 15.53 | 10.69 | 9.68 | 10.29 | 11.48 | 32.01 | 15.76 | 5.71 | 10.88 |
| Yield(%) | 0.00 | 3.57 | 4.32 | 12.29 | 10.29 | 10.51 | 7.88 | … | … | 0.00 | 3.56 | 0.00 | 10.05 | 25.67 | 34.83 | 16.35 | 3.17 | 0.00 | 0.00 | 2.57 | 0.06 | 0.00 |
Data as of 06/07/2011, Common starting date is 01/12/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SVFCX (Smead Value Fund Class C) |
-12.50%
Feb 2006 – Feb 2009 |
-3.09%
Feb 2004 – Feb 2009 |
5.41%
Feb 1999 – Feb 2009 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SVFCX (Smead Value Fund Class C) |
26.35%
Mar 2003 – Mar 2006 |
18.88%
Sep 2002 – Sep 2007 |
10.20%
Apr 2000 – Apr 2010 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart