Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TSEIX (Turner Small Cap Equity Investor ) | NA | 38.87% | 0.90% | 0.49% | NA | NA | NA | … | … |
Data as of 06/07/2011, Common starting date is 03/21/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TSEIX (Turner Small Cap Equity Investor ) | 03/21/2002 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 38.87 | 0.90 | 0.49 | NA | NA | NA | … | … | 5.94 | 22.21 | 22.12 | -38.65 | 0.36 | 11.80 | 5.77 | 15.11 | 49.44 | -6.44 |
| Sharpe Ratio | NA | 1.92 | 0.01 | -0.03 | NA | NA | NA | … | … | 0.89 | 0.88 | 0.71 | -1.03 | -0.14 | 0.51 | 0.24 | 0.89 | 3.26 | -0.43 |
| Standard Deviation(%) | NA | 20.22 | 31.75 | 27.64 | NA | NA | NA | … | … | 16.05 | 25.11 | 31.14 | 38.18 | 18.51 | 16.88 | 14.89 | 15.85 | 14.95 | 21.43 |
| Draw Down(%) | NA | 10.83 | 52.74 | 59.04 | NA | NA | NA | … | … | 6.16 | 19.54 | 27.05 | 47.82 | 13.33 | 16.32 | 10.13 | 12.60 | 13.07 | 24.19 |
| Yield(%) | 0.00 | 0.31 | 0.09 | 4.80 | 5.18 | 3.45 | 2.59 | … | … | 0.00 | 0.28 | 0.00 | 0.04 | 16.56 | 7.92 | 0.00 | 0.00 | 12.97 | 0.00 |
Data as of 06/07/2011, Common starting date is 03/21/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TSEIX (Turner Small Cap Equity Investor ) |
-20.15%
Feb 2006 – Feb 2009 |
-8.15%
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 |
|---|---|---|---|---|
| TSEIX (Turner Small Cap Equity Investor ) |
30.20%
Mar 2003 – Mar 2006 |
17.15%
Sep 2002 – Sep 2007 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart