Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TBFSX (Mutual Financial Services B) | NA | 24.12% | 9.20% | 0.89% | 3.20% | NA | NA | … | … |
Data as of 06/12/2013, Common starting date is 04/04/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TBFSX (Mutual Financial Services B) | 04/04/2002 | 06/12/2013 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 24.12 | 9.20 | 0.89 | 3.20 | NA | NA | … | … | 8.41 | 18.79 | -10.19 | 11.85 | 13.68 | -40.66 | -9.58 | 18.52 | 13.03 | 14.51 | 25.56 | -12.17 |
| Sharpe Ratio | NA | 3.21 | 0.73 | 0.04 | 0.14 | NA | NA | … | … | 3.63 | 1.99 | -0.58 | 0.95 | 0.74 | -1.49 | -0.99 | 1.57 | 1.69 | 1.89 | 2.72 | -1.08 |
| Standard Deviation(%) | NA | 7.49 | 12.75 | 17.70 | 14.63 | NA | NA | … | … | 5.47 | 9.51 | 17.73 | 12.42 | 18.32 | 27.83 | 12.76 | 9.74 | 6.42 | 7.19 | 9.12 | 15.84 |
| Draw Down(%) | NA | 3.83 | 21.76 | 41.90 | 59.61 | NA | NA | … | … | 1.86 | 9.25 | 21.76 | 11.93 | 19.15 | 46.23 | 21.89 | 11.91 | 5.26 | 8.07 | 8.42 | 21.77 |
| Yield(%) | 0.00 | 0.34 | 1.43 | 1.26 | 5.49 | 3.57 | 2.67 | … | … | 0.00 | 0.35 | 0.55 | 3.41 | 1.94 | 1.31 | 7.89 | 13.65 | 7.43 | 12.38 | 0.00 | 0.00 |
Data as of 06/12/2013, Common starting date is 04/04/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TBFSX (Mutual Financial Services B) |
-19.80%
Feb 2006 – Feb 2009 |
-10.39%
May 2007 – May 2012 |
0.34%
May 2002 – May 2012 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TBFSX (Mutual Financial Services B) |
22.57%
Mar 2003 – Mar 2006 |
13.55%
Sep 2002 – Sep 2007 |
4.55%
Mar 2003 – Mar 2013 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart