Performance Comparison
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