Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CADE (Cadence Bank) | NA | 206.80% | -22.04% | -19.54% | -4.10% | NA | NA | … | … |
Data as of 03/04/2011, Common starting date is 01/06/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CADE (Cadence Bank) | 01/06/1999 | 03/04/2011 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 206.80 | -22.04 | -19.54 | -4.10 | NA | NA | … | … | 1.22 | 168.46 | -45.14 | -66.42 | -28.84 | -4.49 | -6.80 | 3.41 | 9.84 | 12.53 | 66.16 | -30.66 | -28.93 |
| Sharpe Ratio | NA | 2.07 | -0.26 | -0.31 | -0.11 | NA | NA | … | … | 1.28 | 1.62 | -0.49 | -1.32 | -1.40 | -0.34 | -0.41 | 0.10 | 0.60 | 0.61 | 2.60 | -1.17 | -0.65 |
| Standard Deviation(%) | NA | 99.83 | 85.82 | 67.93 | 50.39 | NA | NA | … | … | 5.68 | 103.74 | 93.05 | 51.08 | 22.87 | 23.18 | 22.03 | 23.77 | 15.22 | 18.62 | 25.08 | 29.61 | 49.99 |
| Draw Down(%) | NA | 69.00 | 89.86 | 92.08 | 92.98 | NA | NA | … | … | 1.20 | 69.00 | 69.93 | 74.94 | 31.95 | 18.88 | 14.11 | 14.07 | 9.62 | 14.31 | 19.26 | 35.23 | 35.00 |
| Yield(%) | 0.00 | 56.77 | 4.74 | 3.49 | 4.48 | 1.56 | 1.17 | … | … | 0.00 | 47.57 | 14.23 | 4.04 | 4.59 | 4.05 | 3.76 | 3.59 | 3.64 | 2.80 | 4.25 | 1.94 | 0.00 |
Data as of 03/04/2011, Common starting date is 01/06/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CADE (Cadence Bank) |
-55.24%
Jul 2006 – Jul 2009 |
-39.36%
Nov 2004 – Nov 2009 |
-20.45%
Jul 1999 – Jul 2009 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CADE (Cadence Bank) |
28.57%
Nov 2000 – Nov 2003 |
15.52%
Oct 2000 – Oct 2005 |
-3.97%
Feb 2001 – Feb 2011 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart