Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XLTC (Excel Technology Inc) | NA | 22.52% | 6.57% | 3.42% | 15.98% | 11.49% | NA | … | … |
Data as of 09/05/2008, Common starting date is 10/12/1992
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XLTC (Excel Technology Inc) | 10/12/1992 | 09/05/2008 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 22.52 | 6.57 | 3.42 | 15.98 | 11.49 | NA | … | … | 17.86 | 5.90 | 7.61 | -8.54 | -20.88 | 83.68 | 2.82 | -12.78 | 11.20 | 75.02 | -7.82 | 36.95 | 22.66 | 39.37 | -15.48 | 95.82 | -39.58 |
| Sharpe Ratio | NA | 0.53 | 0.16 | 0.04 | 0.30 | NA | NA | … | … | 0.54 | 0.11 | 0.25 | -0.27 | -0.51 | 2.07 | 0.04 | -0.27 | 0.08 | 1.56 | -0.23 | -0.39 | 0.36 | 0.51 | -0.27 | 1.28 | -1.03 |
| Standard Deviation(%) | NA | 39.69 | 29.47 | 34.17 | 48.93 | NA | NA | … | … | 47.93 | 27.50 | 17.37 | 39.04 | 42.38 | 40.03 | 44.92 | 57.27 | 93.36 | 46.14 | 49.49 | 46.71 | 52.53 | 70.15 | 67.79 | 72.56 | 89.36 |
| Draw Down(%) | NA | 23.74 | 28.05 | 45.36 | 72.07 | NA | NA | … | … | 20.89 | 14.05 | 16.96 | 24.49 | 36.48 | 16.35 | 38.39 | 48.91 | 63.98 | 23.50 | 48.89 | 40.87 | 38.49 | 30.67 | 41.02 | 38.71 | 42.60 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 09/05/2008, Common starting date is 10/12/1992
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XLTC (Excel Technology Inc) |
-22.99%
Jun 2000 – Jun 2003 |
-13.54%
Jun 2000 – Jun 2005 |
7.32%
Oct 1997 – Oct 2007 |
7.54%
Jun 1993 – Jun 2008 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XLTC (Excel Technology Inc) |
79.15%
Jun 1997 – Jun 2000 |
63.02%
Jun 1995 – Jun 2000 |
20.84%
Jun 1994 – Jun 2004 |
16.15%
Dec 1992 – Dec 2007 |
Annualized Rolling Returns Comparison Chart