Performance Comparison
Portfolio Performance Comparison
Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
---|---|---|---|---|---|---|---|---|
BTVAX (BB&T Small Cap A) | NA | 44.44% | -12.69% | -4.65% | NA | NA | NA | 3.18% |
Data as of 03/05/2010, AR inception is 05/30/2003
More Performance Analytics Comparison
Name | Start Date | End Date |
---|---|---|
BTVAX (BB&T Small Cap A) | 05/30/2003 | 03/05/2010 |
Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return (%) | 0.00 | 44.44 | -12.69 | -4.65 | NA | NA | NA | 3.18 | -2.67 | 9.36 | -33.26 | -8.46 | 13.48 | 8.84 | 22.97 | 22.13 |
Sharpe Ratio | NA | 1.72 | -0.46 | -0.26 | NA | NA | NA | 0.05 | -1.33 | 0.30 | -0.88 | -0.66 | 0.71 | 0.50 | 1.69 | 2.89 |
Standard Deviation(%) | NA | 25.74 | 30.35 | 25.14 | NA | NA | NA | 22.66 | 11.11 | 30.98 | 38.87 | 17.44 | 14.47 | 13.47 | 13.04 | 13.68 |
Draw Down(%) | NA | 10.82 | 59.28 | 59.28 | NA | NA | NA | 59.28 | 5.80 | 28.80 | 48.16 | 19.27 | 13.76 | 9.22 | 7.79 | 4.38 |
Yield(%) | 0.00 | 0.00 | 2.68 | 5.67 | 4.71 | 3.14 | 2.35 | 7.85 | 0.00 | 0.00 | 0.00 | 7.92 | 5.97 | 15.47 | 3.42 | 1.17 |
Data as of 03/05/2010, AR inception is 05/30/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
BTVAX (BB&T Small Cap A) |
-19.11%
Mar 2006 - Mar 2009 |
-6.51%
Feb 2004 - Feb 2009 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
BTVAX (BB&T Small Cap A) |
19.01%
Jun 2003 - Jun 2006 |
9.40%
Jun 2003 - Jun 2008 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart