Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ZGCO (The Ziegler Companies Inc) | NA | 0.00% | -22.67% | -14.30% | -2.41% | -2.81% | 1.89% | … | … |
Data as of 09/28/2022, Common starting date is 03/19/1980
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ZGCO (The Ziegler Companies Inc) | 03/19/1980 | 09/28/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.00 | -22.67 | -14.30 | -2.41 | -2.81 | 1.89 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 28.38 | 11.54 | 36.84 | 0.00 | 40.74 | -35.25 | -30.50 | 12.57 | 21.14 | 20.22 | 28.42 | -1.04 | -4.00 | -9.09 | 10.92 | -20.67 | -10.71 | 20.00 | 2.94 | 13.33 | -8.40 | 3.15 | -38.94 | 147.62 | -37.31 | 15.52 | -9.37 | -5.88 | 23.64 | 17.02 | -14.55 | 10.00 | 66.67 | 11.11 | 58.82 |
| Sharpe Ratio | NA | 0.00 | -0.52 | -0.28 | -0.08 | NA | NA | … | … | 0.00 | -1,160.79 | 0.00 | 0.00 | 0.00 | 0.04 | 0.38 | 1.01 | 0.00 | 0.52 | -0.36 | -0.73 | 0.29 | 0.43 | 0.50 | 0.89 | -0.13 | -0.43 | -0.92 | 0.33 | -1.05 | -0.75 | 0.93 | -0.03 | 0.82 | -0.69 | 0.04 | -1.89 | 1.44 | -0.63 | 0.22 | -0.30 | -0.22 | 0.61 | 0.36 | -0.63 | 0.10 | 1.33 | 0.03 | 1.85 |
| Standard Deviation(%) | NA | 77.13 | 44.53 | 37.21 | 35.89 | NA | NA | … | … | NA | 0.00 | NA | NA | NA | 228.97 | 30.02 | 36.92 | 59.74 | 78.42 | 97.36 | 42.98 | 33.39 | 42.20 | 36.43 | 30.95 | 13.56 | 11.77 | 12.57 | 20.66 | 22.76 | 18.77 | 17.70 | 17.39 | 11.60 | 16.33 | 26.29 | 21.74 | 99.59 | 67.68 | 44.57 | 46.49 | 44.35 | 31.73 | 33.25 | 33.39 | 39.40 | 44.38 | 40.91 | 39.21 |
| Draw Down(%) | NA | 0.00 | 53.76 | 53.76 | 53.76 | NA | NA | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 14.71 | 20.08 | 31.37 | 46.43 | 55.40 | 46.54 | 18.18 | 18.56 | 24.44 | 10.94 | 13.38 | 9.09 | 11.94 | 28.57 | 31.52 | 30.00 | 10.16 | 13.21 | 3.28 | 21.05 | 14.18 | 41.83 | 17.65 | 42.45 | 10.45 | 20.00 | 41.18 | 16.46 | 22.22 | 36.67 | 41.18 | 30.00 | 28.95 | 24.29 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 1.10 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.46 | 6.83 | 2.84 | 3.65 | 3.61 | 3.47 | 3.15 | 3.53 | 2.74 | 3.29 | 4.03 | 4.39 | 3.90 | 2.75 | 6.45 | 3.64 | 3.33 | 1.76 | 2.81 | 3.87 | 2.94 | 3.64 | 3.40 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 09/28/2022, Common starting date is 03/19/1980
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ZGCO (The Ziegler Companies Inc) |
-22.67%
Aug 2018 – Aug 2021 |
-10.27%
Aug 2017 – Aug 2022 |
-5.27%
Aug 2011 – Aug 2021 |
-0.23%
Mar 1994 – Mar 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ZGCO (The Ziegler Companies Inc) |
54.20%
Apr 1980 – Apr 1983 |
26.30%
Jul 1982 – Jul 1987 |
15.44%
Dec 1981 – Dec 1991 |
11.03%
Feb 1981 – Feb 1996 |
Annualized Rolling Returns Comparison Chart