Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CALD (Callidus Software Inc) | NA | 82.28% | 39.12% | 53.31% | 21.37% | NA | NA | … | … |
Data as of 04/13/2018, Common starting date is 11/21/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CALD (Callidus Software Inc) | 11/21/2003 | 04/13/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 82.28 | 39.12 | 53.31 | 21.37 | NA | NA | … | … | 25.65 | 70.54 | -9.53 | 13.72 | 18.94 | 202.42 | -29.28 | 27.13 | 67.22 | 1.00 | -42.17 | -17.94 | 50.00 | -28.69 | -66.70 | 2.55 |
| Sharpe Ratio | NA | 2.67 | 1.05 | 1.27 | 0.40 | NA | NA | … | … | 5.84 | 2.15 | -0.24 | 0.35 | 0.39 | 4.82 | -0.54 | 0.51 | 1.82 | 0.01 | -0.53 | -0.52 | 1.29 | -0.68 | -0.86 | 0.52 |
| Standard Deviation(%) | NA | 30.53 | 36.95 | 40.75 | 54.06 | NA | NA | … | … | 21.19 | 32.65 | 40.45 | 38.80 | 48.95 | 42.03 | 54.43 | 52.89 | 36.88 | 81.17 | 81.52 | 40.17 | 36.26 | 45.18 | 78.25 | 52.12 |
| Draw Down(%) | NA | 12.75 | 41.75 | 41.75 | 69.95 | NA | NA | … | … | 2.15 | 12.75 | 34.19 | 24.37 | 39.30 | 15.56 | 55.98 | 40.43 | 22.85 | 34.46 | 69.95 | 49.70 | 18.43 | 49.75 | 84.49 | 19.56 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 04/13/2018, Common starting date is 11/21/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CALD (Callidus Software Inc) |
-29.12%
Dec 2003 – Dec 2006 |
-32.00%
Feb 2004 – Feb 2009 |
-2.59%
Feb 2004 – Feb 2014 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CALD (Callidus Software Inc) |
70.18%
Nov 2012 – Nov 2015 |
53.78%
Jan 2013 – Jan 2018 |
22.28%
Mar 2008 – Mar 2018 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart