Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BALIX (BARROW VALUE OPPORTUNITY FUND BARROW VALUE OPPORTUNITY FUND) | NA | -2.16% | 6.98% | 4.71% | 12.52% | NA | NA | 12.97% |
Data as of 04/09/2019, AR inception is 01/02/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BALIX (BARROW VALUE OPPORTUNITY FUND BARROW VALUE OPPORTUNITY FUND) | 01/02/2009 | 04/09/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -2.16 | 6.98 | 4.71 | 12.52 | NA | NA | 12.97 | 9.59 | -11.46 | 16.10 | 7.41 | 0.81 | 5.13 | 36.70 | 18.77 | 5.50 | 18.75 | 29.84 |
| Sharpe Ratio | NA | -0.25 | 0.47 | 0.31 | 0.75 | NA | NA | 0.77 | 2.67 | -0.86 | 1.77 | 0.50 | 0.05 | 0.41 | 2.84 | 1.25 | 0.20 | 0.97 | 2.03 |
| Standard Deviation(%) | NA | 14.38 | 12.60 | 13.35 | 16.20 | NA | NA | 16.08 | 14.51 | 14.84 | 8.80 | 14.46 | 14.82 | 12.61 | 12.90 | 15.13 | 27.11 | 19.20 | 14.74 |
| Draw Down(%) | NA | 21.71 | 21.71 | 21.71 | 23.65 | NA | NA | 23.65 | 4.39 | 21.71 | 4.84 | 10.72 | 11.45 | 8.72 | 4.90 | 12.86 | 23.65 | 18.21 | 6.56 |
| Yield(%) | 0.00 | 15.86 | 10.15 | 7.71 | 10.28 | 7.13 | 5.35 | 10.70 | 10.00 | 7.55 | 10.90 | 0.74 | 1.58 | 9.08 | 2.80 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 04/09/2019, AR inception is 01/02/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BALIX (BARROW VALUE OPPORTUNITY FUND BARROW VALUE OPPORTUNITY FUND) |
3.35%
Dec 2015 - Dec 2018 |
3.19%
Dec 2013 - Dec 2018 |
12.95%
Mar 2009 - Mar 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BALIX (BARROW VALUE OPPORTUNITY FUND BARROW VALUE OPPORTUNITY FUND) |
23.63%
Aug 2010 - Aug 2013 |
21.74%
Feb 2009 - Feb 2014 |
13.42%
Feb 2009 - Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart