Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ZOLT (Zoltek Companies Inc) | NA | 78.93% | 4.60% | 26.23% | 8.57% | 4.37% | NA | … | … |
Data as of 02/28/2014, Common starting date is 09/15/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ZOLT (Zoltek Companies Inc) | 09/15/1994 | 02/28/2014 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 78.93 | 4.60 | 26.23 | 8.57 | 4.37 | NA | … | … | -0.12 | 116.13 | 1.71 | -34.14 | 21.79 | 5.67 | -79.03 | 117.95 | 124.03 | -41.27 | 196.04 | 129.55 | -7.17 | -27.08 | -62.30 | -6.20 | -67.04 | -23.36 | 334.39 | 128.41 | -3.34 |
| Sharpe Ratio | NA | 1.70 | 0.08 | 0.40 | 0.10 | NA | NA | … | … | -0.53 | 2.28 | 0.03 | -0.47 | 0.48 | 0.07 | -0.76 | 1.95 | 1.66 | -0.66 | 3.06 | 1.41 | -0.07 | -0.43 | -0.83 | -0.16 | -0.91 | -1.23 | 3.81 | 2.00 | -0.30 |
| Standard Deviation(%) | NA | 46.37 | 57.76 | 59.95 | 71.69 | NA | NA | … | … | 1.46 | 50.99 | 56.95 | 73.09 | 45.42 | 79.38 | 105.40 | 59.16 | 73.28 | 65.70 | 63.79 | 91.54 | 111.90 | 69.91 | 79.82 | 58.31 | 77.25 | 63.39 | 85.60 | 62.18 | 48.56 |
| Draw Down(%) | NA | 21.27 | 60.88 | 64.14 | 90.27 | NA | NA | … | … | 0.36 | 21.27 | 57.20 | 64.14 | 27.58 | 44.56 | 88.34 | 33.64 | 49.97 | 53.67 | 35.05 | 37.78 | 73.20 | 65.91 | 79.77 | 31.37 | 79.45 | 58.35 | 50.90 | 46.36 | 22.64 |
| 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 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 02/28/2014, Common starting date is 09/15/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ZOLT (Zoltek Companies Inc) |
-52.89%
Nov 1997 – Nov 2000 |
-51.04%
Sep 1997 – Sep 2002 |
-5.96%
Dec 1996 – Dec 2006 |
-13.14%
Sep 1997 – Sep 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ZOLT (Zoltek Companies Inc) |
125.06%
Oct 1994 – Oct 1997 |
89.40%
Sep 2002 – Sep 2007 |
19.54%
Sep 2003 – Sep 2013 |
6.55%
Dec 1994 – Dec 2009 |
Annualized Rolling Returns Comparison Chart