Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GUAAX (RS Inv:Asset Alloc;A) | NA | -34.88% | -11.43% | -4.57% | -1.69% | NA | NA | … | … |
Data as of 01/27/2009, Common starting date is 06/20/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GUAAX (RS Inv:Asset Alloc;A) | 06/20/1996 | 01/27/2009 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -34.88 | -11.43 | -4.57 | -1.69 | NA | NA | … | … | 0.00 | -39.91 | 4.83 | 13.29 | 3.91 | 9.84 | 27.84 | -20.60 | -10.27 | 0.93 | 13.13 | 19.56 | 24.61 | 13.54 |
| Sharpe Ratio | NA | -0.85 | -0.54 | -0.31 | -0.19 | NA | NA | … | … | 0.00 | -1.01 | 0.14 | 1.19 | 0.18 | 0.80 | 1.61 | -0.87 | -0.68 | -0.15 | 0.96 | 1.19 | -1.68 | 2.22 |
| Standard Deviation(%) | NA | 40.47 | 25.55 | 21.10 | 20.23 | NA | NA | … | … | NA | 40.38 | 12.79 | 8.44 | 9.55 | 11.14 | 16.89 | 24.97 | 18.94 | 20.19 | 10.29 | 13.60 | 18.15 | 10.59 |
| Draw Down(%) | NA | 46.72 | 50.13 | 50.13 | 50.13 | NA | NA | … | … | 0.00 | 48.01 | 8.15 | 6.13 | 6.39 | 7.77 | 13.74 | 31.57 | 25.70 | 12.91 | 5.31 | 13.03 | 8.85 | 5.43 |
| Yield(%) | 0.00 | 0.00 | 1.23 | 1.32 | 3.83 | 5.81 | 4.36 | … | … | 0.00 | 0.00 | 1.47 | 2.13 | 0.32 | 2.23 | 1.79 | 1.63 | 6.71 | 13.03 | 12.58 | 13.99 | 15.73 | 11.15 |
Data as of 01/27/2009, Common starting date is 06/20/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GUAAX (RS Inv:Asset Alloc;A) |
-13.76%
Feb 2000 – Feb 2003 |
-4.02%
Dec 2003 – Dec 2008 |
-1.65%
Dec 1998 – Dec 2008 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GUAAX (RS Inv:Asset Alloc;A) |
20.90%
Mar 1997 – Mar 2000 |
14.01%
Sep 2002 – Sep 2007 |
7.80%
Aug 1996 – Aug 2006 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart
