Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WMH (Wireless Holdrs Trust) | NA | -8.24% | 6.38% | -4.46% | 1.13% | NA | NA | … | … |
Data as of 12/23/2011, Common starting date is 11/02/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WMH (Wireless Holdrs Trust) | 11/02/2000 | 12/23/2011 |
| 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 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.27 | -8.24 | 6.38 | -4.46 | 1.13 | NA | NA | … | … | -8.07 | 1.17 | 26.57 | -45.35 | 23.64 | 15.98 | 0.51 | 37.63 | 39.66 | -39.28 | -29.09 | -14.20 |
| Sharpe Ratio | NA | -0.14 | 0.13 | -0.10 | 0.00 | NA | NA | … | … | -0.15 | 0.04 | 0.93 | -1.13 | 1.01 | 0.76 | -0.12 | 1.96 | 1.64 | -0.92 | -0.75 | -1.53 |
| Standard Deviation(%) | NA | 60.61 | 48.12 | 54.15 | 116.46 | NA | NA | … | … | 55.58 | 27.63 | 28.34 | 40.74 | 20.46 | 16.67 | 13.34 | 18.75 | 23.72 | 43.99 | 42.61 | 43.72 |
| Draw Down(%) | NA | 41.16 | 41.16 | 58.46 | 58.46 | NA | NA | … | … | 41.16 | 23.98 | 21.21 | 53.47 | 12.48 | 17.74 | 12.07 | 12.28 | 23.05 | 54.76 | 45.63 | 18.69 |
| Yield(%) | 0.00 | 2.78 | 3.06 | 2.25 | 4.01 | 1.63 | 1.22 | … | … | 2.72 | 2.04 | 3.03 | 1.86 | 3.22 | 11.37 | 2.38 | 13.80 | 1.47 | 1.17 | 1.45 | 0.07 |
Data as of 12/23/2011, Common starting date is 11/02/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WMH (Wireless Holdrs Trust) |
-16.64%
Jun 2007 – Jun 2010 |
-4.75%
Jan 2001 – Jan 2006 |
-2.44%
Jan 2001 – Jan 2011 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WMH (Wireless Holdrs Trust) |
35.32%
Sep 2002 – Sep 2005 |
28.92%
Sep 2002 – Sep 2007 |
1.84%
Mar 2001 – Mar 2011 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart
