Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WVLVX (Carne Large Cap Value Investor) | NA | 21.15% | 16.14% | NA | NA | NA | NA | … | … |
Data as of 06/20/2013, Common starting date is 11/03/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WVLVX (Carne Large Cap Value Investor) | 11/03/2009 | 06/20/2013 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.30 | 21.15 | 16.14 | NA | NA | NA | NA | … | … | 16.06 | 14.62 | 8.02 | 8.62 | 8.56 |
| Sharpe Ratio | NA | 1.77 | 0.92 | NA | NA | NA | NA | … | … | 3.53 | 1.13 | 0.35 | 0.52 | 6.06 |
| Standard Deviation(%) | NA | 11.95 | 17.23 | NA | NA | NA | NA | … | … | 10.59 | 13.02 | 23.06 | 16.29 | 11.17 |
| Draw Down(%) | NA | 8.02 | 19.85 | NA | NA | NA | NA | … | … | 3.04 | 9.80 | 19.85 | 15.38 | 1.50 |
| Yield(%) | 0.00 | 5.57 | 5.12 | 3.32 | 1.66 | 1.11 | 0.83 | … | … | 0.09 | 5.94 | 7.93 | 0.00 | 0.00 |
Data as of 06/20/2013, Common starting date is 11/03/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WVLVX (Carne Large Cap Value Investor) |
10.38%
Dec 2009 – Dec 2012 |
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 |
|---|---|---|---|---|
| WVLVX (Carne Large Cap Value Investor) |
17.42%
May 2010 – May 2013 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart