Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CEFRX (Congressional Effect Service) | NA | 0.91% | 3.59% | NA | NA | NA | NA | … | … |
Data as of 06/16/2015, Common starting date is 11/16/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CEFRX (Congressional Effect Service) | 11/16/2010 | 06/16/2015 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.91 | 3.59 | NA | NA | NA | NA | … | … | 0.00 | 3.00 | 4.54 | 0.43 | -5.87 | -7.02 |
| Sharpe Ratio | NA | 0.40 | 0.63 | NA | NA | NA | NA | … | … | 0.00 | 0.69 | 0.79 | 0.05 | -0.41 | -2.33 |
| Standard Deviation(%) | NA | 2.27 | 5.58 | NA | NA | NA | NA | … | … | NA | 4.35 | 5.72 | 8.24 | 14.44 | 19.22 |
| Draw Down(%) | NA | 1.20 | 5.85 | NA | NA | NA | NA | … | … | 0.00 | 3.82 | 5.46 | 7.54 | 11.19 | 7.10 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.48 | 0.24 | 0.16 | 0.12 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 2.56 | 0.00 |
Data as of 06/16/2015, Common starting date is 11/16/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CEFRX (Congressional Effect Service) |
-1.64%
Jan 2011 – Jan 2014 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CEFRX (Congressional Effect Service) |
3.74%
May 2012 – May 2015 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart