Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FBRCX (FBR Pegasus Small Cap Growth) | NA | -3.09% | -6.37% | 1.62% | NA | NA | NA | … | … |
Data as of 09/28/2010, Common starting date is 12/16/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FBRCX (FBR Pegasus Small Cap Growth) | 12/16/2003 | 09/28/2010 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -3.09 | -6.37 | 1.62 | NA | NA | NA | … | … | -5.99 | 36.35 | -37.08 | 15.00 | 16.05 | 3.58 | -2.20 | 0.00 |
| Sharpe Ratio | NA | -0.14 | -0.23 | 0.00 | NA | NA | NA | … | … | -0.36 | 1.30 | -1.02 | 0.68 | 0.70 | 0.09 | -0.14 | 0.00 |
| Standard Deviation(%) | NA | 22.28 | 30.15 | 25.97 | NA | NA | NA | … | … | 22.81 | 27.88 | 37.31 | 17.73 | 18.21 | 16.38 | 22.00 | NA |
| Draw Down(%) | NA | 19.02 | 51.57 | 51.57 | NA | NA | NA | … | … | 19.02 | 21.66 | 48.31 | 10.98 | 19.67 | 15.54 | 24.16 | 0.00 |
| Yield(%) | 0.00 | 0.34 | 1.31 | 2.03 | 1.02 | 0.68 | 0.51 | … | … | 0.32 | 0.00 | 0.00 | 4.13 | 5.06 | 0.00 | 0.00 | 0.00 |
Data as of 09/28/2010, Common starting date is 12/16/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FBRCX (FBR Pegasus Small Cap Growth) |
-12.40%
Feb 2006 – Feb 2009 |
-4.99%
Feb 2004 – Feb 2009 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FBRCX (FBR Pegasus Small Cap Growth) |
17.68%
Sep 2004 – Sep 2007 |
9.11%
Apr 2005 – Apr 2010 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart