Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EPIC (Epicor Software Corp) | NA | 28.21% | 15.66% | 1.45% | 26.20% | NA | NA | … | … |
Data as of 05/16/2011, Common starting date is 05/19/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EPIC (Epicor Software Corp) | 05/19/1999 | 05/16/2011 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.24 | 28.21 | 15.66 | 1.45 | 26.20 | NA | NA | … | … | 23.76 | 32.55 | 58.75 | -59.25 | -12.81 | -4.39 | 0.28 | 10.42 | 920.80 | -16.11 | 83.95 | -83.99 | -31.71 |
| Sharpe Ratio | NA | 0.76 | 0.26 | 0.00 | 0.37 | NA | NA | … | … | 2.38 | 0.78 | 0.89 | -0.85 | -0.49 | -0.22 | -0.05 | 0.17 | 12.25 | -0.19 | 0.66 | -0.70 | -0.56 |
| Standard Deviation(%) | NA | 38.24 | 58.58 | 55.41 | 66.26 | NA | NA | … | … | 32.87 | 41.41 | 66.01 | 70.85 | 32.28 | 34.87 | 39.92 | 56.02 | 75.11 | 88.59 | 126.00 | 125.69 | 87.68 |
| Draw Down(%) | NA | 34.26 | 73.57 | 84.76 | 86.51 | NA | NA | … | … | 11.98 | 40.37 | 52.23 | 75.83 | 31.89 | 34.40 | 31.90 | 43.43 | 27.91 | 65.37 | 67.50 | 92.98 | 55.50 |
| 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 |
Data as of 05/16/2011, Common starting date is 05/19/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EPIC (Epicor Software Corp) |
-41.86%
Sep 1999 – Sep 2002 |
-27.75%
Feb 2004 – Feb 2009 |
-3.33%
Jun 1999 – Jun 2009 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EPIC (Epicor Software Corp) |
152.92%
Oct 2001 – Oct 2004 |
77.15%
Dec 2000 – Dec 2005 |
28.70%
Dec 2000 – Dec 2010 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart