Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CALVF (Caledonia Mining) | NA | 1,574.00% | 206.64% | 101.98% | 37.42% | 21.55% | 10.73% | 5.75% |
Data as of 09/18/2017, AR inception is 10/01/1984
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CALVF (Caledonia Mining) | 10/01/1984 | 09/18/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 1,574.00 | 206.64 | 101.98 | 37.42 | 21.55 | 10.73 | 5.75 | 2,161.37 | 90.31 | 7.85 | -6.25 | -14.17 | 0.00 | -43.75 | 128.57 | 0.00 | -36.36 | 37.50 | -20.00 | -9.09 | -65.63 | 23.08 | 550.00 | 28.00 | 0.00 | -50.00 | -77.78 | -86.57 | -62.36 | -27.05 | 1,255.56 | 200.00 | -40.00 | -16.67 | -76.92 | -18.75 | -56.76 | 174.07 | 107.69 | 62.50 | -11.11 |
| Sharpe Ratio | NA | 2.65 | 0.59 | 0.37 | 0.17 | NA | NA | 0.01 | 10.91 | 1.28 | 0.14 | -0.10 | -0.19 | 0.00 | -0.38 | 0.95 | 0.00 | -0.25 | 0.36 | -0.24 | -0.11 | -0.86 | 0.22 | 4.13 | 0.11 | -0.01 | -0.15 | -0.37 | -1.11 | -1.00 | -0.59 | 10.28 | 1.01 | -0.22 | -0.25 | -1.04 | -0.43 | -1.02 | 2.60 | 1.68 | 0.97 | -0.56 |
| Standard Deviation(%) | NA | 610.60 | 351.34 | 275.33 | 215.29 | NA | NA | 172.21 | 730.20 | 69.94 | 57.95 | 61.11 | 75.92 | 116.52 | 114.36 | 134.67 | 141.32 | 150.34 | 95.30 | 97.57 | 99.77 | 77.80 | 99.87 | 132.88 | 240.74 | 271.08 | 362.39 | 220.23 | 127.64 | 65.77 | 52.44 | 121.85 | 194.08 | 193.03 | 81.03 | 79.23 | 57.32 | 60.19 | 65.09 | 61.26 | 58.95 | 77.66 |
| Draw Down(%) | NA | 80.92 | 80.92 | 80.92 | 85.71 | NA | NA | 99.68 | 80.92 | 47.25 | 37.70 | 51.46 | 52.85 | 61.54 | 62.50 | 31.25 | 42.86 | 85.71 | 50.00 | 60.00 | 40.00 | 72.97 | 57.89 | 53.57 | 50.00 | 83.33 | 83.33 | 87.88 | 91.67 | 72.48 | 53.85 | 40.38 | 50.00 | 71.43 | 64.29 | 78.57 | 54.72 | 65.00 | 50.00 | 33.33 | 40.00 | 22.22 |
| Yield(%) | 0.00 | 4.48 | 4.73 | 50.60 | 18.07 | 9.37 | 2.89 | 1.41 | 5.95 | 2.00 | 7.90 | 9.32 | 55.00 | 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 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 09/18/2017, AR inception is 10/01/1984
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CALVF (Caledonia Mining) |
-78.31%
Feb 1996 - Feb 1999 |
-67.26%
Nov 1994 - Nov 1999 |
-36.80%
Jan 1995 - Jan 2005 |
-27.83%
Feb 1995 - Feb 2010 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CALVF (Caledonia Mining) |
434.94%
Jun 2014 - Jun 2017 |
197.73%
Jun 2012 - Jun 2017 |
63.05%
Jul 2007 - Jul 2017 |
36.08%
Jul 2002 - Jul 2017 |
Annualized Rolling Returns Comparison Chart