Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WEBIX (GAMCO Westwood Intermediate Bond B) | NA | -2.00% | 1.16% | 2.23% | 1.71% | NA | NA | … | … |
Data as of 03/26/2014, Common starting date is 03/04/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WEBIX (GAMCO Westwood Intermediate Bond B) | 03/04/2004 | 03/26/2014 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -2.00 | 1.16 | 2.23 | 1.71 | NA | NA | … | … | 0.52 | -2.83 | 1.74 | 4.19 | 4.17 | 3.02 | 5.23 | 5.12 | 0.69 | -1.54 | -1.95 |
| Sharpe Ratio | NA | -1.07 | 0.55 | 0.76 | 0.19 | NA | NA | … | … | 1.84 | -1.51 | 1.01 | 1.40 | 1.12 | 0.68 | 0.82 | 0.59 | -1.05 | -1.47 | -0.90 |
| Standard Deviation(%) | NA | 1.90 | 2.06 | 2.87 | 3.32 | NA | NA | … | … | 1.22 | 1.90 | 1.67 | 2.97 | 3.65 | 4.32 | 5.18 | 3.37 | 2.61 | 2.59 | 3.80 |
| Draw Down(%) | NA | 3.55 | 3.89 | 3.89 | 7.22 | NA | NA | … | … | 0.26 | 3.55 | 1.03 | 1.37 | 3.54 | 2.51 | 4.20 | 2.35 | 3.39 | 3.14 | 4.99 |
| Yield(%) | 0.00 | 0.34 | 0.99 | 1.54 | 1.42 | 0.95 | 0.71 | … | … | 0.00 | 0.34 | 0.89 | 1.97 | 1.96 | 2.40 | 2.30 | 3.06 | 1.42 | 0.00 | 0.00 |
Data as of 03/26/2014, Common starting date is 03/04/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WEBIX (GAMCO Westwood Intermediate Bond B) |
-0.02%
Aug 2004 – Aug 2007 |
1.81%
Apr 2004 – Apr 2009 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WEBIX (GAMCO Westwood Intermediate Bond B) |
6.02%
Oct 2008 – Oct 2011 |
4.67%
Jul 2006 – Jul 2011 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart