Select Page
Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
BARI (Bancorp Rhode Island Inc) NA 38.71% 26.10% 0.22% 10.70% NA NA 9.11%
Data as of 12/30/2011, AR inception is 03/24/1998
More Performance Analytics Comparison
Name Start Date End Date
BARI (Bancorp Rhode Island Inc) 03/24/1998 12/30/2011
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Inception 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998
Annualized Return (%) 2.88 38.71 26.10 0.22 10.70 NA NA 9.11 39.14 14.04 24.81 -36.50 -19.77 31.98 -14.60 22.37 47.37 34.72 41.21 34.75 -8.34 -35.54
Sharpe Ratio NA 1.12 0.84 -0.02 0.36 NA NA 0.23 0.94 0.52 0.73 -0.87 -1.10 1.79 -0.97 1.40 2.06 1.27 2.07 0.96 -0.29 -0.89
Standard Deviation(%) NA 34.57 30.99 31.93 26.58 NA NA 30.22 41.83 26.87 33.88 42.67 20.85 16.09 17.27 15.35 22.66 26.46 19.15 32.07 39.55 52.33
Draw Down(%) NA 15.72 26.51 63.82 64.09 NA NA 64.09 15.72 14.58 26.51 47.77 27.11 7.16 15.41 5.98 17.50 30.35 11.40 9.90 17.68 44.48
Yield(%) 0.00 2.60 3.41 1.58 3.61 2.90 2.17 3.34 2.56 2.70 3.25 1.92 1.41 1.80 1.52 1.75 2.46 3.02 3.80 4.29 0.46 0.00
Data as of 12/30/2011, AR inception is 03/24/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BARI (Bancorp Rhode Island Inc) -19.30%
Jun 2006 - Jun 2009
-10.44%
Apr 2004 - Apr 2009
7.97%
Jan 1999 - Jan 2009
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BARI (Bancorp Rhode Island Inc) 41.01%
Dec 2000 - Dec 2003
35.83%
Dec 1999 - Dec 2004
13.88%
Feb 2000 - Feb 2010
0.00%
NA
Annualized Rolling Returns Comparison Chart