Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CCFH (Heritage Southeast Bancorporation Inc) | NA | -2.44% | 179.43% | 109.13% | 46.42% | 6.49% | 8.65% | … | … |
Data as of 09/06/2019, Common starting date is 07/12/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CCFH (Heritage Southeast Bancorporation Inc) | 07/12/1995 | 09/06/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -2.44 | 179.43 | 109.13 | 46.42 | 6.49 | 8.65 | … | … | 9.09 | 973.17 | 28.93 | 112.00 | -16.67 | -10.00 | 733.33 | -25.00 | -46.67 | -34.78 | -32.35 | -93.47 | -47.03 | 75.04 | -10.26 | 34.43 | 33.65 | 17.80 | 104.32 | -24.21 | 11.23 | -25.07 | 51.44 | 16.54 | 10.27 |
| Sharpe Ratio | NA | -0.67 | 1.12 | 0.69 | 0.14 | NA | NA | … | … | -0.12 | 3.90 | 0.14 | 1.20 | -0.31 | -0.22 | 3.02 | -0.22 | -0.31 | -0.18 | -0.16 | -0.70 | -1.20 | 1.62 | -0.96 | 0.47 | 0.52 | -0.06 | 2.73 | -0.92 | 0.21 | -0.70 | -0.15 | 0.50 | 0.56 |
| Standard Deviation(%) | NA | 29.72 | 143.67 | 126.19 | 182.52 | NA | NA | … | … | 30.24 | 244.27 | 71.68 | 64.21 | 113.70 | 132.35 | 236.36 | 199.45 | 207.20 | 294.58 | 328.27 | 160.75 | 57.60 | 32.66 | 32.60 | 31.75 | 27.81 | 30.84 | 31.21 | 51.77 | 38.85 | 40.75 | 24.61 | 25.81 | 34.58 |
| Draw Down(%) | NA | 29.23 | 43.05 | 43.05 | 95.05 | NA | NA | … | … | 16.36 | 15.38 | 43.05 | 23.91 | 42.22 | 70.37 | 65.00 | 85.71 | 81.25 | 70.30 | 77.27 | 94.17 | 50.20 | 13.19 | 16.39 | 26.78 | 20.34 | 17.82 | 8.37 | 43.02 | 24.99 | 42.48 | 6.55 | 11.27 | 7.03 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.50 | 0.58 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.44 | 2.14 | 1.80 | 1.03 | 0.76 | 1.34 | 0.60 | 0.74 | 1.66 | 2.21 | 2.76 | 1.23 | 0.80 | 0.00 |
Data as of 09/06/2019, Common starting date is 07/12/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CCFH (Heritage Southeast Bancorporation Inc) |
-75.84%
Jun 2007 – Jun 2010 |
-61.80%
Dec 2006 – Dec 2011 |
-33.38%
Dec 2002 – Dec 2012 |
-21.56%
Dec 1997 – Dec 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CCFH (Heritage Southeast Bancorporation Inc) |
243.77%
Nov 2015 – Nov 2018 |
115.87%
Jul 2014 – Jul 2019 |
49.63%
Jul 2009 – Jul 2019 |
7.08%
Sep 2003 – Sep 2018 |
Annualized Rolling Returns Comparison Chart