Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FSRV (FinServ Acquisition Corp) | NA | 28.92% | 37.47% | 25.24% | 14.97% | 18.34% | 19.79% | … | … |
Data as of 06/01/2015, Common starting date is 01/20/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FSRV (FinServ Acquisition Corp) | 01/20/1995 | 06/01/2015 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.06 | 28.92 | 37.47 | 25.24 | 14.97 | 18.34 | 19.79 | … | … | 28.77 | 19.09 | 53.74 | 6.57 | -12.23 | 57.85 | 45.40 | -56.93 | 51.32 | -9.87 | 56.76 | 56.16 | 30.22 | -42.57 | 92.31 | 6.36 | 14.66 | 59.20 | 82.04 | 12.57 | 2.81 |
| Sharpe Ratio | NA | 1.30 | 1.69 | 1.04 | 0.43 | NA | NA | … | … | 3.23 | 0.88 | 2.83 | 0.26 | -0.41 | 2.41 | 0.91 | -1.02 | 1.76 | -0.55 | 1.90 | 1.89 | 0.79 | -0.98 | 3.19 | 0.06 | 0.33 | 1.35 | 0.47 | 0.13 | -0.01 |
| Standard Deviation(%) | NA | 24.48 | 22.12 | 24.32 | 32.96 | NA | NA | … | … | 26.55 | 21.77 | 18.95 | 25.28 | 29.80 | 23.92 | 49.97 | 56.76 | 27.65 | 24.04 | 28.75 | 29.25 | 37.25 | 44.59 | 28.80 | 40.79 | 34.54 | 41.36 | 56.03 | 70.73 | 72.64 |
| Draw Down(%) | NA | 13.04 | 13.32 | 40.29 | 80.54 | NA | NA | … | … | 12.01 | 12.21 | 13.32 | 22.47 | 40.29 | 18.47 | 46.91 | 66.75 | 23.07 | 15.06 | 15.72 | 13.31 | 33.79 | 46.71 | 17.86 | 27.36 | 41.38 | 35.09 | 22.04 | 22.57 | 23.19 |
| Yield(%) | 0.00 | 0.78 | 1.04 | 0.74 | 3.07 | 3.17 | 7.04 | … | … | 0.20 | 0.94 | 1.05 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 22.02 | 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 06/01/2015, Common starting date is 01/20/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSRV (FinServ Acquisition Corp) |
-27.15%
Mar 2006 – Mar 2009 |
-5.36%
Oct 2007 – Oct 2012 |
3.82%
Mar 1999 – Mar 2009 |
11.78%
May 1998 – May 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSRV (FinServ Acquisition Corp) |
65.24%
Jun 1996 – Jun 1999 |
46.71%
Dec 1996 – Dec 2001 |
31.75%
Jun 1996 – Jun 2006 |
24.12%
Apr 1996 – Apr 2011 |
Annualized Rolling Returns Comparison Chart