Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TREAX (TrendStar American Endeavor) | NA | -33.78% | -9.20% | -5.89% | NA | NA | NA | … | … |
Data as of 05/27/2009, Common starting date is 11/21/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TREAX (TrendStar American Endeavor) | 11/21/2003 | 05/27/2009 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -33.78 | -9.20 | -5.89 | NA | NA | NA | … | … | -2.72 | -36.06 | 7.25 | 9.41 | 1.78 | 1.43 | 4.90 |
| Sharpe Ratio | NA | -0.86 | -0.44 | -0.36 | NA | NA | NA | … | … | -0.21 | -1.03 | 0.29 | 0.53 | -0.04 | 0.04 | 4.21 |
| Standard Deviation(%) | NA | 40.03 | 26.40 | 21.89 | NA | NA | NA | … | … | 33.02 | 35.87 | 14.64 | 11.51 | 10.77 | 13.64 | 13.86 |
| Draw Down(%) | NA | 45.10 | 52.35 | 52.35 | NA | NA | NA | … | … | 20.90 | 46.65 | 9.85 | 11.37 | 6.25 | 13.83 | 2.41 |
| Yield(%) | 0.00 | 7.30 | 12.72 | 7.52 | 4.03 | 2.69 | 2.01 | … | … | 0.60 | 6.62 | 28.41 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 05/27/2009, Common starting date is 11/21/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TREAX (TrendStar American Endeavor) |
-13.72%
Feb 2006 – Feb 2009 |
-7.90%
Feb 2004 – Feb 2009 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TREAX (TrendStar American Endeavor) |
11.70%
Oct 2004 – Oct 2007 |
-4.98%
Dec 2003 – Dec 2008 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart