Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KFED (K-Fed Bancorp) | NA | -9.69% | -10.23% | -5.77% | NA | NA | NA | … | … |
Data as of 11/18/2010, Common starting date is 04/01/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KFED (K-Fed Bancorp) | 04/01/2004 | 11/18/2010 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.96 | -9.69 | -10.23 | -5.77 | NA | NA | NA | … | … | -12.05 | 42.46 | -32.74 | -45.02 | 60.70 | -18.25 | 11.20 |
| Sharpe Ratio | NA | -0.26 | -0.23 | -0.18 | NA | NA | NA | … | … | -0.38 | 0.76 | -0.72 | -1.22 | 3.94 | -0.79 | 0.55 |
| Standard Deviation(%) | NA | 37.05 | 48.20 | 41.71 | NA | NA | NA | … | … | 35.46 | 55.40 | 46.90 | 39.58 | 14.64 | 25.78 | 25.79 |
| Draw Down(%) | NA | 27.27 | 46.69 | 66.35 | NA | NA | NA | … | … | 27.27 | 19.15 | 44.04 | 48.41 | 5.72 | 27.56 | 18.00 |
| Yield(%) | 0.00 | 3.86 | 3.68 | 3.34 | 1.66 | 1.11 | 0.83 | … | … | 3.68 | 6.47 | 4.47 | 2.11 | 2.82 | 1.58 | 0.37 |
Data as of 11/18/2010, Common starting date is 04/01/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KFED (K-Fed Bancorp) |
-21.60%
Feb 2007 – Feb 2010 |
-7.88%
Nov 2004 – Nov 2009 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KFED (K-Fed Bancorp) |
16.43%
May 2004 – May 2007 |
0.87%
Apr 2005 – Apr 2010 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart