Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TEBBX (Mutual Beacon B) | NA | 21.80% | 10.27% | 1.91% | 5.72% | NA | NA | … | … |
Data as of 06/12/2013, Common starting date is 03/23/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TEBBX (Mutual Beacon B) | 03/23/2000 | 06/12/2013 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 21.80 | 10.27 | 1.91 | 5.72 | NA | NA | … | … | 8.64 | 15.32 | -4.12 | 9.92 | 28.52 | -40.89 | 2.05 | 19.82 | 8.18 | 13.44 | 28.23 | -11.97 | 5.12 | 11.10 |
| Sharpe Ratio | NA | 2.44 | 0.73 | 0.09 | 0.29 | NA | NA | … | … | 3.25 | 1.44 | -0.21 | 0.69 | 1.34 | -1.32 | -0.09 | 2.10 | 1.02 | 1.82 | 3.84 | -1.13 | 0.22 | 0.91 |
| Standard Deviation(%) | NA | 8.90 | 14.18 | 20.61 | 15.95 | NA | NA | … | … | 6.30 | 10.69 | 19.44 | 14.23 | 21.18 | 31.61 | 11.30 | 7.90 | 5.90 | 6.88 | 7.17 | 11.56 | 12.66 | 11.50 |
| Draw Down(%) | NA | 5.67 | 20.11 | 48.17 | 55.96 | NA | NA | … | … | 2.87 | 10.21 | 20.11 | 14.36 | 23.11 | 49.88 | 9.90 | 7.17 | 4.79 | 6.79 | 8.49 | 21.64 | 15.36 | 5.86 |
| Yield(%) | 0.00 | 0.78 | 1.26 | 1.26 | 5.10 | 4.64 | 3.48 | … | … | 0.00 | 0.79 | 1.25 | 1.49 | 0.27 | 2.90 | 8.04 | 11.92 | 11.20 | 2.79 | 1.08 | 1.67 | 8.01 | 15.68 |
Data as of 06/12/2013, Common starting date is 03/23/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TEBBX (Mutual Beacon B) |
-15.37%
Feb 2006 – Feb 2009 |
-5.75%
Feb 2004 – Feb 2009 |
2.64%
Aug 2001 – Aug 2011 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TEBBX (Mutual Beacon B) |
20.32%
Mar 2003 – Mar 2006 |
15.45%
Oct 2002 – Oct 2007 |
7.15%
Mar 2003 – Mar 2013 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart