Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CCEVX (Constltn Cl Cor Val ) | NA | 3.54% | -5.84% | 1.47% | 5.73% | NA | NA | … | … |
Data as of 10/14/2009, Common starting date is 06/20/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CCEVX (Constltn Cl Cor Val ) | 06/20/1996 | 10/14/2009 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.54 | -5.84 | 1.47 | 5.73 | NA | NA | … | … | 13.61 | -35.69 | 7.50 | 16.47 | 12.09 | 8.84 | 32.65 | -12.04 | 12.99 | 10.71 | 4.36 | -1.42 | 17.51 | 13.12 |
| Sharpe Ratio | NA | 0.08 | -0.24 | -0.02 | 0.17 | NA | NA | … | … | 0.58 | -0.85 | 0.28 | 1.24 | 0.89 | 0.57 | 2.06 | -0.62 | 0.62 | 0.36 | 0.09 | -0.28 | -3.17 | 2.28 |
| Standard Deviation(%) | NA | 41.59 | 31.28 | 25.81 | 22.23 | NA | NA | … | … | 30.13 | 42.74 | 16.20 | 10.71 | 11.14 | 13.73 | 15.49 | 21.33 | 17.61 | 18.73 | 12.41 | 16.78 | 11.84 | 9.92 |
| Draw Down(%) | NA | 31.19 | 52.66 | 52.66 | 52.66 | NA | NA | … | … | 25.77 | 49.50 | 10.81 | 9.30 | 6.24 | 8.58 | 16.11 | 30.18 | 17.58 | 11.57 | 13.59 | 25.90 | 10.52 | 8.85 |
| Yield(%) | 0.00 | 1.21 | 9.52 | 8.74 | 8.78 | 7.63 | 5.72 | … | … | 0.72 | 1.20 | 9.63 | 20.66 | 9.08 | 0.34 | 4.45 | 0.53 | 17.97 | 0.32 | 22.34 | 4.93 | 13.19 | 5.50 |
Data as of 10/14/2009, Common starting date is 06/20/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CCEVX (Constltn Cl Cor Val ) |
-13.13%
Feb 2006 – Feb 2009 |
-5.02%
Feb 2004 – Feb 2009 |
3.22%
Feb 1999 – Feb 2009 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CCEVX (Constltn Cl Cor Val ) |
22.64%
Mar 2003 – Mar 2006 |
16.31%
Sep 2002 – Sep 2007 |
10.75%
Apr 1997 – Apr 2007 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart