Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TEBQX (Mutual Quest B) | NA | 17.70% | 8.93% | 3.49% | 7.77% | NA | NA | … | … |
Data as of 06/12/2013, Common starting date is 07/30/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TEBQX (Mutual Quest B) | 07/30/2001 | 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 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 17.70 | 8.93 | 3.49 | 7.77 | NA | NA | … | … | 7.49 | 11.50 | -2.79 | 9.02 | 19.43 | -26.08 | 8.13 | 18.13 | 10.15 | 15.47 | 29.22 | -13.59 | -4.96 |
| Sharpe Ratio | NA | 2.44 | 0.80 | 0.26 | 0.63 | NA | NA | … | … | 3.30 | 1.34 | -0.19 | 0.73 | 1.88 | -1.58 | 0.56 | 1.94 | 1.28 | 2.04 | 3.86 | -1.15 | -0.92 |
| Standard Deviation(%) | NA | 7.22 | 11.36 | 13.03 | 10.67 | NA | NA | … | … | 5.33 | 8.61 | 15.04 | 12.30 | 10.31 | 17.05 | 9.21 | 7.69 | 6.24 | 7.12 | 7.40 | 12.73 | 14.55 |
| Draw Down(%) | NA | 4.62 | 16.51 | 28.69 | 35.71 | NA | NA | … | … | 1.92 | 8.37 | 16.51 | 11.32 | 10.10 | 30.87 | 8.26 | 7.48 | 4.77 | 6.82 | 8.59 | 23.59 | 15.36 |
| Yield(%) | 0.00 | 8.04 | 6.41 | 4.84 | 7.27 | 4.56 | 3.42 | … | … | 0.00 | 8.10 | 4.75 | 6.14 | 1.21 | 7.19 | 8.32 | 7.59 | 8.76 | 6.51 | 1.24 | 2.20 | 4.84 |
Data as of 06/12/2013, Common starting date is 07/30/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TEBQX (Mutual Quest B) |
-6.66%
Jun 2007 – Jun 2010 |
-1.86%
May 2007 – May 2012 |
4.85%
Aug 2001 – Aug 2011 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TEBQX (Mutual Quest B) |
22.07%
Mar 2003 – Mar 2006 |
16.76%
Oct 2002 – Oct 2007 |
9.26%
Mar 2003 – Mar 2013 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart