Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BJGQX (ARTIO GLOBAL EQUITY FUND INC CLASS A) | NA | -4.49% | 7.09% | 4.60% | 3.79% | NA | NA | 5.22% |
Data as of 06/16/2015, AR inception is 07/02/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BJGQX (ARTIO GLOBAL EQUITY FUND INC CLASS A) | 07/02/2004 | 06/16/2015 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -4.49 | 7.09 | 4.60 | 3.79 | NA | NA | 5.22 | 3.29 | -0.49 | 13.30 | 9.06 | -16.25 | 13.29 | 33.44 | -40.44 | 11.07 | 21.03 | 11.51 | 15.89 |
| Sharpe Ratio | NA | -0.39 | 0.61 | 0.28 | 0.15 | NA | NA | 0.20 | 0.88 | -0.04 | 1.17 | 0.63 | -0.66 | 0.66 | 1.18 | -1.24 | 0.52 | 1.52 | 1.03 | 3.80 |
| Standard Deviation(%) | NA | 11.50 | 11.76 | 16.03 | 19.74 | NA | NA | 18.97 | 8.39 | 11.99 | 11.32 | 14.51 | 24.64 | 20.10 | 28.19 | 33.34 | 15.59 | 11.69 | 9.03 | 8.70 |
| Draw Down(%) | NA | 12.82 | 12.82 | 28.18 | 55.92 | NA | NA | 55.92 | 3.34 | 12.82 | 8.85 | 13.93 | 28.18 | 16.68 | 24.69 | 49.08 | 12.15 | 14.35 | 8.39 | 4.65 |
| Yield(%) | 0.00 | 3.52 | 2.29 | 1.40 | 11.46 | 8.76 | 6.57 | 13.14 | 0.00 | 3.85 | 1.41 | 0.96 | 0.00 | 0.00 | 3.23 | 0.22 | 0.19 | 0.00 | 0.00 | 0.00 |
Data as of 06/16/2015, AR inception is 07/02/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BJGQX (ARTIO GLOBAL EQUITY FUND INC CLASS A) |
-14.67%
Feb 2006 - Feb 2009 |
-5.10%
Oct 2007 - Oct 2012 |
3.35%
Dec 2004 - Dec 2014 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BJGQX (ARTIO GLOBAL EQUITY FUND INC CLASS A) |
20.47%
Oct 2004 - Oct 2007 |
13.59%
Feb 2009 - Feb 2014 |
6.01%
Aug 2004 - Aug 2014 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart