Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| YQTEX (YieldQuest Tax Exempt Bond Inst ) | NA | -45.13% | -14.62% | -13.63% | 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 |
|---|---|---|
| YQTEX (YieldQuest Tax Exempt Bond 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 | -45.13 | -14.62 | -13.63 | NA | NA | NA | … | … | -44.11 | -4.42 | 7.02 | -14.22 | -1.78 | 5.77 | 3.33 |
| Sharpe Ratio | NA | -2.26 | -1.01 | -1.07 | NA | NA | NA | … | … | -2.30 | -0.40 | 0.77 | -0.88 | -1.43 | 1.19 | 6.16 |
| Standard Deviation(%) | NA | 19.98 | 14.52 | 13.54 | NA | NA | NA | … | … | 20.04 | 11.38 | 8.93 | 17.08 | 3.38 | 2.08 | 3.20 |
| Draw Down(%) | NA | 46.49 | 49.29 | 53.23 | NA | NA | NA | … | … | 46.49 | 13.62 | 11.63 | 27.23 | 5.37 | 2.09 | 0.90 |
| Yield(%) | 0.00 | 1.79 | 3.25 | 2.97 | 1.90 | 1.26 | 0.95 | … | … | 1.50 | 2.27 | 4.35 | 4.89 | 3.49 | 3.33 | 0.33 |
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 |
|---|---|---|---|---|
| YQTEX (YieldQuest Tax Exempt Bond Inst ) |
-17.86%
Oct 2008 – Oct 2011 |
-13.61%
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 |
|---|---|---|---|---|
| YQTEX (YieldQuest Tax Exempt Bond Inst ) |
-1.72%
Sep 2006 – Sep 2009 |
-1.84%
Dec 2005 – Dec 2010 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart