Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WTNY (Whitney Holding Corp) | NA | 29.61% | -12.79% | -16.01% | -1.29% | 3.28% | NA | … | … |
Data as of 06/06/2011, Common starting date is 03/05/1992
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WTNY (Whitney Holding Corp) | 03/05/1992 | 06/06/2011 |
| 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 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.60 | 29.61 | -12.79 | -16.01 | -1.29 | 3.28 | NA | … | … | -5.58 | 55.78 | -42.80 | -35.40 | -16.49 | 22.13 | -5.26 | 12.06 | 25.92 | 16.22 | 22.29 | 5.00 | 7.24 | -30.87 | 67.27 | 21.81 | 51.94 | 0.67 | 44.62 | 41.94 |
| Sharpe Ratio | NA | 0.59 | -0.21 | -0.33 | -0.07 | NA | NA | … | … | -0.49 | 1.03 | -0.61 | -0.53 | -0.72 | 0.97 | -0.36 | 0.64 | 1.33 | 0.49 | 0.55 | 0.02 | 0.13 | -0.78 | 2.41 | 0.89 | 1.90 | -0.08 | 1.46 | 1.76 |
| Standard Deviation(%) | NA | 48.21 | 63.09 | 52.48 | 40.99 | NA | NA | … | … | 25.93 | 53.88 | 70.54 | 68.28 | 27.31 | 19.36 | 20.91 | 17.37 | 18.97 | 31.05 | 37.01 | 44.17 | 29.95 | 43.87 | 26.22 | 20.30 | 25.24 | 31.23 | 28.97 | 28.55 |
| Draw Down(%) | NA | 31.61 | 75.52 | 78.17 | 78.17 | NA | NA | … | … | 12.20 | 52.97 | 50.98 | 50.51 | 29.21 | 14.23 | 25.63 | 11.07 | 8.03 | 27.00 | 19.62 | 16.15 | 17.53 | 42.00 | 12.42 | 6.30 | 11.85 | 23.92 | 18.44 | 17.40 |
| Yield(%) | 0.00 | 0.39 | 1.43 | 1.76 | 1.66 | 2.40 | 2.60 | … | … | 0.07 | 0.42 | 0.25 | 4.50 | 3.53 | 3.85 | 2.21 | 2.22 | 2.45 | 1.50 | 1.39 | 1.77 | 1.63 | 1.00 | 1.55 | 1.58 | 1.92 | 1.54 | 0.41 | 0.14 |
Data as of 06/06/2011, Common starting date is 03/05/1992
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WTNY (Whitney Holding Corp) |
-35.15%
Jul 2006 – Jul 2009 |
-22.51%
Aug 2005 – Aug 2010 |
-4.75%
Aug 2000 – Aug 2010 |
-0.76%
Aug 1995 – Aug 2010 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WTNY (Whitney Holding Corp) |
48.00%
Feb 1995 – Feb 1998 |
35.14%
Dec 1992 – Dec 1997 |
22.16%
Apr 1992 – Apr 2002 |
17.11%
Apr 1992 – Apr 2007 |
Annualized Rolling Returns Comparison Chart