Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TTOPX (Turner Concentrated Gr Investor) | NA | -13.82% | -1.44% | -5.99% | 0.70% | NA | NA | … | … |
Data as of 06/12/2013, Common starting date is 09/09/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TTOPX (Turner Concentrated Gr Investor) | 09/09/1999 | 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 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -13.82 | -1.44 | -5.99 | 0.70 | NA | NA | … | … | -18.72 | 11.27 | -13.25 | 18.83 | 51.84 | -59.66 | 32.96 | 5.56 | 13.34 | 1.06 | 60.19 | -45.72 | -38.94 | -20.36 | 57.00 |
| Sharpe Ratio | NA | -0.48 | -0.06 | -0.19 | -0.02 | NA | NA | … | … | -1.00 | 0.60 | -0.45 | 0.72 | 1.49 | -1.37 | 1.47 | 0.11 | 0.69 | 0.00 | 2.24 | -1.29 | -0.82 | -0.46 | 9.23 |
| Standard Deviation(%) | NA | 28.66 | 26.76 | 32.64 | 27.31 | NA | NA | … | … | 37.30 | 18.89 | 29.72 | 26.03 | 34.63 | 44.05 | 20.33 | 18.82 | 16.05 | 20.65 | 26.61 | 36.25 | 51.34 | 53.55 | 34.44 |
| Draw Down(%) | NA | 22.79 | 29.50 | 58.31 | 67.16 | NA | NA | … | … | 22.79 | 17.16 | 27.65 | 18.14 | 22.10 | 66.45 | 11.99 | 19.53 | 13.94 | 26.58 | 16.81 | 53.14 | 59.37 | 48.34 | 10.25 |
| Yield(%) | 0.00 | 0.33 | 0.12 | 0.10 | 0.07 | 2.09 | 1.57 | … | … | 0.00 | 0.34 | 0.00 | 0.00 | 0.43 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 19.36 | 0.00 |
Data as of 06/12/2013, Common starting date is 09/09/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TTOPX (Turner Concentrated Gr Investor) |
-40.36%
Feb 2000 – Feb 2003 |
-20.76%
Mar 2000 – Mar 2005 |
-11.88%
Aug 2000 – Aug 2010 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TTOPX (Turner Concentrated Gr Investor) |
27.38%
Feb 2009 – Feb 2012 |
20.83%
Dec 2002 – Dec 2007 |
6.38%
Feb 2003 – Feb 2013 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart