Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SGRIX (TIMBERLINE SMALL CAP GROWTH FUND INSTITUTIONAL CLASS) | NA | 5.31% | 17.01% | 11.34% | NA | NA | NA | … | … |
Data as of 12/31/2015, Common starting date is 11/01/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SGRIX (TIMBERLINE SMALL CAP GROWTH FUND INSTITUTIONAL CLASS) | 11/01/2007 | 12/31/2015 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.31 | 17.01 | 11.34 | NA | NA | NA | … | … | -80.12 | 5.25 | 44.52 | 8.81 | -1.84 | 28.53 | 47.91 | -39.40 | -3.88 | 15.39 | -1.99 | 8.87 | 24.45 | -21.83 | -20.06 | -10.25 | 32.29 | 32.95 | 26.67 |
| Sharpe Ratio | NA | -0.48 | -0.34 | -0.26 | -0.47 | NA | NA | … | … | -0.48 | 0.27 | 3.06 | 0.48 | -0.06 | 1.18 | 1.50 | -1.00 | -0.96 | 1.10 | -0.38 | 0.69 | 1.38 | -0.92 | -1.00 | -0.50 | 1.47 | 1.34 | 2.03 |
| Standard Deviation(%) | NA | 167.20 | 97.56 | 77.49 | 65.39 | NA | NA | … | … | 167.20 | 19.31 | 14.53 | 18.25 | 33.24 | 24.06 | 31.92 | 40.03 | 25.19 | 11.02 | 10.97 | 11.47 | 17.25 | 24.88 | 22.80 | 28.65 | 19.77 | 22.14 | 18.65 |
| Draw Down(%) | NA | 82.09 | 82.09 | 82.09 | 82.09 | NA | NA | … | … | 82.09 | 15.93 | 6.02 | 16.24 | 31.03 | 20.68 | 26.64 | 52.07 | 9.95 | 10.61 | 9.22 | 8.62 | 13.44 | 30.83 | 32.76 | 24.77 | 9.89 | 22.28 | 10.74 |
| Yield(%) | 0.00 | 85.43 | 44.22 | 28.03 | 15.52 | 10.35 | 7.76 | … | … | 85.82 | 11.71 | 7.28 | 0.92 | 2.61 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 12/31/2015, Common starting date is 11/01/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SGRIX (TIMBERLINE SMALL CAP GROWTH FUND INSTITUTIONAL CLASS) |
4.83%
Dec 2007 – Dec 2010 |
4.23%
Dec 2007 – Dec 2012 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SGRIX (TIMBERLINE SMALL CAP GROWTH FUND INSTITUTIONAL CLASS) |
36.46%
Feb 2009 – Feb 2012 |
29.41%
Feb 2009 – Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart