Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| USLDX (USFS Funds Limited Duration Govt) | NA | -7.97% | -2.64% | NA | NA | NA | NA | … | … |
Data as of 11/19/2014, Common starting date is 12/17/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| USLDX (USFS Funds Limited Duration Govt) | 12/17/2009 | 11/19/2014 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -7.97 | -2.64 | NA | NA | NA | NA | … | … | -7.76 | -0.72 | 0.74 | 0.76 | 1.80 | -0.74 |
| Sharpe Ratio | NA | -0.97 | -0.53 | NA | NA | NA | NA | … | … | -1.07 | -0.77 | 0.97 | 0.86 | 1.32 | -20.31 |
| Standard Deviation(%) | NA | 8.26 | 5.01 | NA | NA | NA | NA | … | … | 8.14 | 0.98 | 0.71 | 0.85 | 1.29 | 0.93 |
| Draw Down(%) | NA | 8.99 | 8.99 | NA | NA | NA | NA | … | … | 8.99 | 1.21 | 0.25 | 0.58 | 1.27 | 0.74 |
| Yield(%) | 0.00 | 0.70 | 0.63 | 0.89 | 0.44 | 0.30 | 0.22 | … | … | 0.60 | 0.60 | 0.57 | 0.51 | 2.20 | 0.00 |
Data as of 11/19/2014, Common starting date is 12/17/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| USLDX (USFS Funds Limited Duration Govt) |
-2.61%
Oct 2011 – Oct 2014 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| USLDX (USFS Funds Limited Duration Govt) |
0.85%
Jan 2010 – Jan 2013 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart