Performance Comparison
Portfolio Performance Comparison
Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
---|---|---|---|---|---|---|---|---|
BTVBX (BB&T Small Cap B) | NA | 43.43% | -13.30% | -5.33% | NA | NA | NA | 2.34% |
Data as of 03/05/2010, AR inception is 05/30/2003
More Performance Analytics Comparison
Name | Start Date | End Date |
---|---|---|
BTVBX (BB&T Small Cap B) | 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 | 43.43 | -13.30 | -5.33 | NA | NA | NA | 2.34 | -2.71 | 8.58 | -33.77 | -9.16 | 12.62 | 8.14 | 22.00 | 21.67 |
Sharpe Ratio | NA | 1.68 | -0.47 | -0.29 | NA | NA | NA | 0.02 | -1.36 | 0.27 | -0.89 | -0.70 | 0.65 | 0.44 | 1.61 | 2.84 |
Standard Deviation(%) | NA | 25.74 | 30.39 | 25.17 | NA | NA | NA | 22.69 | 10.98 | 30.96 | 38.96 | 17.45 | 14.49 | 13.51 | 13.06 | 13.65 |
Draw Down(%) | NA | 10.94 | 59.82 | 59.82 | NA | NA | NA | 59.82 | 5.79 | 28.86 | 48.35 | 19.63 | 13.92 | 9.32 | 7.86 | 4.31 |
Yield(%) | 0.00 | 0.00 | 2.76 | 5.70 | 4.66 | 3.11 | 2.33 | 7.77 | 0.00 | 0.00 | 0.00 | 8.10 | 5.96 | 15.58 | 3.32 | 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 |
---|---|---|---|---|
BTVBX (BB&T Small Cap B) |
-19.72%
Mar 2006 - Mar 2009 |
-7.20%
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 |
---|---|---|---|---|
BTVBX (BB&T Small Cap B) |
18.17%
Jun 2003 - Jun 2006 |
8.62%
Jun 2003 - Jun 2008 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart