Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| YQCEX (YieldQuest Core Equity Inst ) | NA | -55.90% | -14.96% | -22.57% | NA | NA | NA | … | … |
Data as of 12/09/2011, Common starting date is 11/01/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| YQCEX (YieldQuest Core Equity Inst ) | 11/01/2005 | 12/09/2011 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -55.90 | -14.96 | -22.57 | NA | NA | NA | … | … | -55.72 | 7.32 | 22.58 | -54.03 | 3.92 | 15.04 | 3.28 |
| Sharpe Ratio | NA | -1.50 | -0.41 | -0.53 | NA | NA | NA | … | … | -1.55 | 0.26 | 0.54 | -0.78 | 0.05 | 1.08 | 2.76 |
| Standard Deviation(%) | NA | 37.40 | 36.90 | 43.90 | NA | NA | NA | … | … | 37.23 | 27.82 | 41.39 | 70.47 | 19.22 | 10.89 | 6.98 |
| Draw Down(%) | NA | 61.85 | 61.85 | 76.85 | NA | NA | NA | … | … | 61.85 | 24.96 | 47.15 | 66.13 | 14.64 | 9.43 | 1.54 |
| Yield(%) | 0.00 | 0.24 | 4.29 | 1.96 | 1.21 | 0.81 | 0.61 | … | … | 0.00 | 0.26 | 0.74 | 5.27 | 2.93 | 1.48 | 0.58 |
Data as of 12/09/2011, Common starting date is 11/01/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| YQCEX (YieldQuest Core Equity Inst ) |
-29.79%
Sep 2008 – Sep 2011 |
-22.45%
Nov 2006 – Nov 2011 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| YQCEX (YieldQuest Core Equity Inst ) |
-12.46%
Feb 2008 – Feb 2011 |
-6.28%
Dec 2005 – Dec 2010 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart