Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SWWC (SOUTHWEST WATER CO) | NA | 114.28% | -4.74% | -1.88% | 6.86% | 14.81% | 9.91% | … | … |
Data as of 09/13/2010, Common starting date is 03/26/1990
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SWWC (SOUTHWEST WATER CO) | 03/26/1990 | 09/13/2010 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.09 | 114.28 | -4.74 | -1.88 | 6.86 | 14.81 | 9.91 | … | … | 87.48 | 87.74 | -73.86 | -7.36 | -2.31 | 13.41 | 19.39 | 21.84 | -0.47 | 25.86 | 0.19 | 47.46 | 16.02 | 40.93 | 54.32 | 27.71 | -5.85 | -31.25 | 32.28 | -0.15 | 6.71 |
| Sharpe Ratio | NA | 2.97 | -0.07 | -0.03 | NA | NA | NA | … | … | 2.87 | 1.49 | -0.93 | -0.25 | -0.13 | 0.32 | 0.59 | 0.81 | -0.05 | 0.64 | -0.09 | 0.85 | 0.27 | -0.28 | 0.88 | 0.31 | -0.12 | -0.48 | 0.49 | -0.06 | 0.06 |
| Standard Deviation(%) | NA | 39.04 | 77.17 | 116.80 | NA | NA | NA | … | … | 51.25 | 58.78 | 79.98 | 40.98 | 42.61 | 34.87 | 31.17 | 26.24 | 34.03 | 37.38 | 45.14 | 52.24 | 47.50 | 50.39 | 57.01 | 76.18 | 72.62 | 68.64 | 60.45 | 64.62 | 62.94 |
| Draw Down(%) | NA | 17.31 | 79.41 | 85.09 | 85.09 | NA | NA | … | … | 10.28 | 32.45 | 79.13 | 27.91 | 42.80 | 26.34 | 25.04 | 12.79 | 32.48 | 21.30 | 31.75 | 32.68 | 27.10 | 25.59 | 21.11 | 16.48 | 27.71 | 45.19 | 10.16 | 29.30 | 33.56 |
| Yield(%) | 0.00 | 1.92 | 1.17 | 1.30 | 1.28 | 2.04 | 1.36 | … | … | 0.85 | 3.71 | 1.49 | 1.76 | 1.48 | 1.44 | 1.15 | 1.19 | 1.06 | 0.93 | 0.84 | 0.70 | 0.59 | 0.70 | 1.08 | 1.70 | 1.25 | 1.49 | 2.19 | 1.99 | 2.19 |
Data as of 09/13/2010, Common starting date is 03/26/1990
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SWWC (SOUTHWEST WATER CO) |
-38.16%
Dec 2005 – Dec 2008 |
-20.36%
Dec 2003 – Dec 2008 |
-3.62%
Aug 1999 – Aug 2009 |
5.37%
Dec 1993 – Dec 2008 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SWWC (SOUTHWEST WATER CO) |
44.86%
Nov 1996 – Nov 1999 |
38.90%
Nov 1994 – Nov 1999 |
24.51%
Sep 1995 – Sep 2005 |
17.06%
Feb 1991 – Feb 2006 |
Annualized Rolling Returns Comparison Chart