Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NPWCX (Nomura Partners Global Equity Income C) | NA | -18.57% | -2.35% | 7.82% | NA | NA | NA | … | … |
Data as of 03/19/2014, Common starting date is 01/06/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NPWCX (Nomura Partners Global Equity Income C) | 01/06/2009 | 03/19/2014 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -27.16 | -18.57 | -2.35 | 7.82 | NA | NA | NA | … | … | -27.05 | 17.46 | 11.13 | -0.42 | 10.22 | 18.32 |
| Sharpe Ratio | NA | -0.38 | -0.05 | 0.16 | NA | NA | NA | … | … | -1.11 | 1.74 | 0.92 | -0.02 | 0.62 | 0.75 |
| Standard Deviation(%) | NA | 48.96 | 40.64 | 49.86 | NA | NA | NA | … | … | 69.77 | 10.02 | 12.16 | 21.54 | 16.42 | 24.55 |
| Draw Down(%) | NA | 27.37 | 27.37 | 27.37 | NA | NA | NA | … | … | 27.37 | 7.20 | 11.29 | 17.89 | 14.71 | 26.64 |
| Yield(%) | 0.00 | 8.27 | 5.83 | 7.21 | 3.06 | 2.04 | 1.53 | … | … | 0.00 | 8.53 | 2.89 | 6.26 | 5.61 | 2.41 |
Data as of 03/19/2014, Common starting date is 01/06/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NPWCX (Nomura Partners Global Equity Income C) |
6.61%
Nov 2009 – Nov 2012 |
16.00%
Feb 2009 – Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NPWCX (Nomura Partners Global Equity Income C) |
19.45%
Feb 2009 – Feb 2012 |
16.00%
Feb 2009 – Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart