Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TSWFX (TS&W Fixed Income Institutional) | NA | 7.46% | 6.26% | 4.78% | 3.69% | 3.98% | NA | … | … |
Data as of 04/19/2013, Common starting date is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TSWFX (TS&W Fixed Income Institutional) | 06/21/1996 | 04/19/2013 |
| 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 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 7.46 | 6.26 | 4.78 | 3.69 | 3.98 | NA | … | … | 1.43 | 8.55 | 4.95 | 5.72 | 9.52 | -3.71 | 4.64 | 4.95 | 1.45 | 0.34 | 0.19 | 8.25 | 6.04 | 9.02 | -5.53 | 6.05 | 9.25 | 5.07 |
| Sharpe Ratio | NA | 3.10 | 1.94 | 1.03 | 0.60 | NA | NA | … | … | 2.69 | 3.27 | 1.34 | 1.63 | 1.90 | -0.64 | 0.46 | 0.53 | -0.28 | -0.15 | -0.10 | 1.50 | 0.65 | 1.15 | -1.95 | 0.58 | 1.29 | 1.33 |
| Standard Deviation(%) | NA | 2.39 | 3.20 | 4.50 | 4.23 | NA | NA | … | … | 1.80 | 2.62 | 3.66 | 3.45 | 4.95 | 7.26 | 3.26 | 2.89 | 2.88 | 4.33 | 5.13 | 4.74 | 5.60 | 4.17 | 4.57 | 4.47 | 4.31 | 4.63 |
| Draw Down(%) | NA | 1.04 | 3.10 | 15.79 | 15.79 | NA | NA | … | … | 0.48 | 1.16 | 2.26 | 3.10 | 4.91 | 15.79 | 1.90 | 1.88 | 2.83 | 5.19 | 6.63 | 2.67 | 5.06 | 3.68 | 6.72 | 3.61 | 2.76 | 1.96 |
| Yield(%) | 0.00 | 5.66 | 5.33 | 3.97 | 3.66 | 3.87 | 3.52 | … | … | 0.75 | 6.06 | 5.83 | 3.38 | 0.00 | 4.83 | 4.70 | 4.68 | 3.67 | 1.41 | 3.67 | 5.13 | 5.40 | 4.56 | 2.60 | 3.98 | 5.81 | 2.43 |
Data as of 04/19/2013, Common starting date is 06/21/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TSWFX (TS&W Fixed Income Institutional) |
-0.59%
May 2003 – May 2006 |
0.20%
Oct 2003 – Oct 2008 |
1.77%
Oct 1998 – Oct 2008 |
3.78%
Nov 1996 – Nov 2011 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TSWFX (TS&W Fixed Income Institutional) |
9.07%
May 2000 – May 2003 |
5.85%
Aug 1996 – Aug 2001 |
4.21%
Apr 2000 – Apr 2010 |
4.19%
Mar 1997 – Mar 2012 |
Annualized Rolling Returns Comparison Chart