Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OBEHX (Old Mutual Developing Growth Z) | NA | -37.96% | -12.72% | -3.50% | -5.75% | NA | NA | … | … |
Data as of 05/27/2009, Common starting date is 02/16/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OBEHX (Old Mutual Developing Growth Z) | 02/16/1995 | 05/27/2009 |
| 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 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -37.96 | -12.72 | -3.50 | -5.75 | NA | NA | … | … | -1.59 | -45.31 | 17.45 | 7.93 | 12.90 | 0.68 | 56.62 | -47.60 | -32.56 | -25.38 | 48.28 | 3.00 | -3.67 | 17.07 | 47.39 |
| Sharpe Ratio | NA | -0.89 | -0.50 | -0.20 | -0.23 | NA | NA | … | … | -0.12 | -1.14 | 0.74 | 0.18 | 0.59 | -0.01 | 2.07 | -1.23 | -0.84 | -0.53 | 1.77 | -0.01 | -2.56 | 0.68 | 3.35 |
| Standard Deviation(%) | NA | 43.23 | 30.68 | 27.74 | 34.45 | NA | NA | … | … | 34.51 | 40.31 | 19.47 | 25.17 | 18.07 | 23.39 | 27.06 | 39.61 | 42.25 | 55.75 | 25.48 | 25.26 | 22.93 | 19.77 | 15.67 |
| Draw Down(%) | NA | 50.96 | 59.89 | 59.89 | 85.16 | NA | NA | … | … | 18.65 | 55.92 | 12.15 | 23.10 | 11.49 | 32.18 | 18.39 | 59.19 | 49.20 | 53.82 | 21.53 | 40.85 | 28.64 | 23.18 | 11.22 |
| Yield(%) | 0.00 | 4.96 | 1.77 | 2.58 | 2.36 | 2.96 | 2.22 | … | … | 7.73 | 0.00 | 0.00 | 0.00 | 6.20 | 0.00 | 0.00 | 0.00 | 0.00 | 6.27 | 4.98 | 0.35 | 0.00 | 3.93 | 6.49 |
Data as of 05/27/2009, Common starting date is 02/16/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OBEHX (Old Mutual Developing Growth Z) |
-41.79%
Feb 2000 – Feb 2003 |
-20.60%
Feb 2000 – Feb 2005 |
-7.86%
Jan 1999 – Jan 2009 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OBEHX (Old Mutual Developing Growth Z) |
29.66%
Feb 1997 – Feb 2000 |
22.87%
Mar 1995 – Mar 2000 |
0.58%
Apr 1997 – Apr 2007 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart