Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| YQTRX (YieldQuest Total Return Bond Inst) | NA | -64.90% | -47.15% | -32.99% | NA | NA | NA | … | … |
Data as of 12/20/2012, Common starting date is 11/01/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| YQTRX (YieldQuest Total Return Bond Inst) | 11/01/2005 | 12/20/2012 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -64.90 | -47.15 | -32.99 | NA | NA | NA | … | … | -63.73 | -58.21 | -2.46 | 11.80 | -19.26 | -4.66 | 8.36 | 2.61 |
| Sharpe Ratio | NA | -1.03 | -0.86 | -0.34 | NA | NA | NA | … | … | -1.49 | -2.29 | -0.22 | 0.86 | -0.84 | -1.75 | 1.93 | 5.67 |
| Standard Deviation(%) | NA | 63.30 | 55.06 | 96.74 | NA | NA | NA | … | … | 43.59 | 25.38 | 11.67 | 13.67 | 24.09 | 4.41 | 2.64 | 2.57 |
| Draw Down(%) | NA | 67.19 | 85.96 | 87.68 | NA | NA | NA | … | … | 65.89 | 59.81 | 12.26 | 22.00 | 33.50 | 7.74 | 1.84 | 0.40 |
| Yield(%) | 0.00 | 1.62 | 2.22 | 3.69 | 2.69 | 1.79 | 1.34 | … | … | 0.00 | 3.46 | 2.61 | 6.88 | 7.99 | 5.00 | 4.08 | 0.41 |
Data as of 12/20/2012, 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 |
|---|---|---|---|---|
| YQTRX (YieldQuest Total Return Bond Inst) |
-47.32%
Sep 2009 – Sep 2012 |
-34.04%
Jul 2007 – Jul 2012 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| YQTRX (YieldQuest Total Return Bond Inst) |
-3.61%
Sep 2006 – Sep 2009 |
-1.88%
Dec 2005 – Dec 2010 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart