Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TSCVX (TRIAD SMALL CAP VALUE FUND TRIAD SMALL CAP VALUE FUND) | NA | 32.21% | 6.75% | 1.70% | 4.96% | NA | NA | … | … |
Data as of 02/28/2011, Common starting date is 02/21/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TSCVX (TRIAD SMALL CAP VALUE FUND TRIAD SMALL CAP VALUE FUND) | 02/21/1997 | 02/28/2011 |
| 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 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.39 | 32.21 | 6.75 | 1.70 | 4.96 | NA | NA | … | … | 5.81 | 24.42 | 29.51 | -35.71 | -1.11 | 7.07 | -5.02 | 0.76 | 66.26 | -15.92 | 11.51 | 14.08 | 38.99 | -5.59 | 23.09 |
| Sharpe Ratio | NA | 1.54 | 0.20 | 0.01 | 0.14 | NA | NA | … | … | 2.48 | 1.08 | 0.89 | -0.92 | -0.23 | 0.23 | -0.45 | -0.01 | 2.92 | -0.69 | 0.43 | 0.42 | 1.99 | -0.40 | 1.55 |
| Standard Deviation(%) | NA | 22.48 | 32.43 | 27.93 | 24.83 | NA | NA | … | … | 17.72 | 22.59 | 33.08 | 39.52 | 18.41 | 16.71 | 15.90 | 19.63 | 22.45 | 24.77 | 21.93 | 23.76 | 17.97 | 22.14 | 15.36 |
| Draw Down(%) | NA | 19.14 | 54.48 | 59.47 | 59.47 | NA | NA | … | … | 4.74 | 19.14 | 30.28 | 50.17 | 13.33 | 16.46 | 20.65 | 21.31 | 18.72 | 35.85 | 20.68 | 23.17 | 18.12 | 36.11 | 13.09 |
| Yield(%) | 0.00 | 0.00 | 0.30 | 4.52 | 5.60 | 8.41 | 6.31 | … | … | 0.00 | 0.00 | 0.00 | 0.82 | 11.28 | 12.62 | 0.00 | 3.56 | 21.17 | 0.00 | 9.33 | 20.92 | 17.94 | 0.00 | 13.29 |
Data as of 02/28/2011, Common starting date is 02/21/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TSCVX (TRIAD SMALL CAP VALUE FUND TRIAD SMALL CAP VALUE FUND) |
-19.88%
Feb 2006 – Feb 2009 |
-12.37%
Feb 2004 – Feb 2009 |
1.68%
Feb 2000 – Feb 2010 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TSCVX (TRIAD SMALL CAP VALUE FUND TRIAD SMALL CAP VALUE FUND) |
29.72%
Aug 1998 – Aug 2001 |
23.49%
Mar 1999 – Mar 2004 |
12.60%
Apr 1997 – Apr 2007 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart