Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KIFIX (Fifth Third Total Return Bond A) | NA | 4.22% | 6.69% | 3.71% | 3.57% | 4.14% | NA | … | … |
Data as of 02/01/2013, Common starting date is 01/12/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KIFIX (Fifth Third Total Return Bond A) | 01/12/1998 | 02/01/2013 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.22 | 6.69 | 3.71 | 3.57 | 4.14 | NA | … | … | 0.00 | 5.37 | 9.38 | 7.04 | 13.04 | -12.63 | 3.85 | 3.69 | 1.86 | 3.28 | 2.85 | 8.32 | 7.03 | 11.66 | -4.89 | 4.31 |
| Sharpe Ratio | NA | 1.73 | 2.10 | 0.85 | 0.63 | NA | NA | … | … | 0.00 | 2.12 | 2.51 | 2.14 | 2.73 | -2.34 | 0.23 | 0.14 | -0.11 | 0.62 | 0.47 | 1.47 | 0.81 | 1.51 | -1.50 | 0.21 |
| Standard Deviation(%) | NA | 2.41 | 3.16 | 4.14 | 3.88 | NA | NA | … | … | NA | 2.53 | 3.72 | 3.25 | 4.75 | 5.77 | 3.61 | 2.92 | 2.94 | 3.76 | 4.58 | 4.91 | 5.88 | 5.04 | 5.41 | 5.31 |
| Draw Down(%) | NA | 1.27 | 3.02 | 15.82 | 16.25 | NA | NA | … | … | 0.00 | 1.27 | 1.39 | 3.02 | 3.65 | 16.25 | 2.50 | 2.21 | 2.39 | 4.48 | 5.05 | 3.91 | 5.38 | 3.94 | 6.39 | 3.99 |
| Yield(%) | 0.00 | 2.14 | 3.59 | 3.74 | 3.77 | 4.21 | 3.14 | … | … | 0.00 | 2.41 | 4.33 | 4.20 | 5.40 | 4.82 | 4.35 | 4.37 | 4.29 | 3.14 | 3.72 | 3.85 | 5.70 | 6.40 | 5.59 | 5.97 |
Data as of 02/01/2013, Common starting date is 01/12/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KIFIX (Fifth Third Total Return Bond A) |
-2.62%
Feb 2006 – Feb 2009 |
-0.81%
Feb 2004 – Feb 2009 |
2.24%
Nov 1998 – Nov 2008 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KIFIX (Fifth Third Total Return Bond A) |
11.01%
Feb 2009 – Feb 2012 |
6.74%
Jan 2000 – Jan 2005 |
4.32%
May 2000 – May 2010 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart