Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BDMS (Rocky Mountain Dental Services Holdings LLC) | NA | 51.43% | 1.57% | -6.96% | 3.81% | 7.13% | 4.85% | … | … |
Data as of 01/14/2019, Common starting date is 02/11/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BDMS (Rocky Mountain Dental Services Holdings LLC) | 02/11/1998 | 01/14/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.66 | 51.43 | 1.57 | -6.96 | 3.81 | 7.13 | 4.85 | … | … | 2.12 | 53.78 | -57.81 | 42.22 | -25.00 | -14.04 | 2.05 | 6.87 | -15.79 | 13.43 | 48.23 | -47.29 | 12.55 | -5.93 | 105.06 | 50.88 | 34.53 | 118.65 | 137.21 | -65.89 | -60.71 | -45.64 |
| Sharpe Ratio | NA | 0.25 | -0.22 | -0.36 | -0.28 | NA | NA | … | … | 22.07 | 0.25 | -0.64 | 0.13 | -1.12 | -0.89 | -0.38 | -0.39 | -0.87 | -0.11 | 0.38 | -1.07 | -0.20 | -0.76 | 2.05 | 0.73 | 0.27 | 1.53 | 1.51 | -0.58 | -0.60 | -0.72 |
| Standard Deviation(%) | NA | 119.50 | 106.90 | 86.44 | 71.66 | NA | NA | … | … | 3.55 | 127.03 | 121.16 | 62.49 | 38.84 | 36.54 | 43.69 | 30.46 | 39.57 | 47.80 | 77.30 | 62.29 | 47.01 | 37.48 | 40.92 | 43.11 | 55.47 | 64.77 | 78.69 | 153.00 | 105.93 | 73.57 |
| Draw Down(%) | NA | 42.22 | 78.51 | 78.53 | 82.63 | NA | NA | … | … | 0.00 | 45.26 | 76.88 | 32.83 | 37.27 | 32.64 | 25.97 | 16.09 | 32.03 | 13.79 | 25.71 | 54.71 | 30.89 | 26.91 | 18.21 | 14.77 | 35.03 | 37.87 | 42.34 | 74.99 | 75.00 | 62.30 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 2.05 | 5.58 | 8.80 | 6.06 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 5.92 | 5.12 | 5.05 | 5.49 | 4.47 | 5.07 | 5.67 | 3.32 | 3.15 | 2.64 | 6.08 | 3.36 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 01/14/2019, Common starting date is 02/11/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BDMS (Rocky Mountain Dental Services Holdings LLC) |
-60.24%
Apr 1998 – Apr 2001 |
-21.61%
Nov 2012 – Nov 2017 |
-11.46%
Oct 2007 – Oct 2017 |
0.89%
Aug 2003 – Aug 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BDMS (Rocky Mountain Dental Services Holdings LLC) |
102.88%
May 2001 – May 2004 |
87.35%
Dec 2000 – Dec 2005 |
39.06%
Jul 2001 – Jul 2011 |
23.87%
Jul 2001 – Jul 2016 |
Annualized Rolling Returns Comparison Chart