Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CCIMX (Cloud Capital Strategic Mid Cap I) | NA | -14.77% | 6.87% | NA | NA | NA | NA | … | … |
Data as of 01/16/2015, Common starting date is 06/30/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CCIMX (Cloud Capital Strategic Mid Cap I) | 06/30/2011 | 01/16/2015 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -16.92 | -14.77 | 6.87 | NA | NA | NA | NA | … | … | -18.45 | -14.43 | 29.54 | 11.85 | -7.64 |
| Sharpe Ratio | NA | -0.57 | 0.35 | NA | NA | NA | NA | … | … | -1.13 | -0.57 | 2.47 | 0.82 | -0.41 |
| Standard Deviation(%) | NA | 25.74 | 19.67 | NA | NA | NA | NA | … | … | 87.93 | 25.72 | 11.94 | 14.50 | 35.73 |
| Draw Down(%) | NA | 22.33 | 22.33 | NA | NA | NA | NA | … | … | 19.73 | 24.54 | 5.96 | 11.11 | 25.27 |
| Yield(%) | 0.00 | 19.65 | 14.93 | 8.51 | 4.25 | 2.84 | 2.13 | … | … | 0.00 | 19.96 | 14.18 | 6.38 | 0.86 |
Data as of 01/16/2015, Common starting date is 06/30/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CCIMX (Cloud Capital Strategic Mid Cap I) |
12.19%
Jul 2011 – Jul 2014 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CCIMX (Cloud Capital Strategic Mid Cap I) |
18.93%
Sep 2011 – Sep 2014 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart