Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CENSX (CENTURY SHARES TRUST CENTURY SHARES TRUST INSTITUTIONAL SHARES) | NA | 19.50% | 11.00% | 13.80% | 7.75% | 9.32% | 7.73% | … | … |
Data as of 09/21/2017, Common starting date is 06/04/1980
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CENSX (CENTURY SHARES TRUST CENTURY SHARES TRUST INSTITUTIONAL SHARES) | 06/04/1980 | 09/21/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | 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 | 1983 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.30 | 19.50 | 11.00 | 13.80 | 7.75 | 9.32 | 7.73 | … | … | 18.91 | 0.65 | 8.03 | 14.07 | 33.10 | 13.63 | 0.88 | 15.17 | 27.16 | -36.25 | 6.88 | 9.70 | 6.42 | 12.58 | 25.03 | -12.77 | -2.52 | 37.35 | -12.15 | 7.03 | 50.22 | 17.18 | 35.24 | -3.89 | -0.36 | 26.99 | 31.76 | -7.84 | 36.46 | 2.34 | -17.07 | 3.06 | 34.04 | 7.79 | 16.51 | 6.58 | 12.77 | 5.25 |
| Sharpe Ratio | NA | 2.08 | 0.77 | 1.05 | 0.38 | NA | NA | … | … | 3.04 | 0.03 | 0.52 | 1.13 | 2.78 | 0.87 | 0.03 | 0.81 | 1.20 | -1.10 | 0.30 | 0.71 | 0.44 | 1.12 | 1.56 | -0.58 | -0.24 | 1.19 | -0.82 | 0.17 | -0.32 | 1.27 | 3.72 | -0.83 | -0.28 | 2.91 | 2.41 | -0.81 | 2.91 | -0.14 | -0.90 | -0.08 | 2.08 | 0.07 | 0.79 | -0.06 | 0.18 | 0.12 |
| Standard Deviation(%) | NA | 9.12 | 13.45 | 12.98 | 19.63 | NA | NA | … | … | 8.74 | 13.82 | 15.33 | 12.41 | 11.91 | 15.74 | 26.91 | 18.68 | 22.49 | 33.57 | 12.83 | 9.08 | 9.65 | 10.43 | 15.57 | 23.87 | 20.28 | 27.96 | 18.83 | 21.42 | 15.69 | 10.68 | 8.43 | 8.23 | 8.64 | 8.37 | 11.59 | 16.03 | 10.56 | 16.66 | 23.32 | 14.42 | 13.88 | 16.16 | 13.06 | 15.01 | 15.09 | 14.67 |
| Draw Down(%) | NA | 5.31 | 13.15 | 13.15 | 48.24 | NA | NA | … | … | 3.72 | 11.41 | 10.83 | 7.88 | 6.22 | 15.11 | 20.88 | 16.25 | 18.86 | 43.20 | 6.64 | 5.42 | 6.17 | 8.74 | 13.65 | 26.00 | 18.77 | 24.80 | 26.35 | 28.84 | 9.10 | 7.67 | 4.29 | 11.34 | 11.88 | 6.27 | 6.24 | 28.03 | 8.39 | 15.79 | 30.27 | 13.19 | 12.90 | 18.96 | 11.43 | 24.05 | 14.93 | 15.52 |
| Yield(%) | 0.00 | 3.40 | 10.25 | 10.75 | 7.25 | 9.07 | 7.21 | … | … | 0.00 | 3.47 | 3.81 | 27.06 | 7.22 | 13.72 | 10.77 | 4.94 | 0.03 | 0.51 | 24.23 | 27.32 | 8.82 | 11.39 | 10.05 | 8.82 | 9.03 | 12.41 | 10.44 | 7.00 | 7.35 | 5.55 | 6.12 | 5.55 | 6.04 | 4.69 | 6.23 | 5.53 | 3.44 | 3.55 | 2.69 | 2.93 | 4.14 | 4.73 | 5.47 | 5.47 | 5.64 | 4.95 |
Data as of 09/21/2017, Common starting date is 06/04/1980
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CENSX (CENTURY SHARES TRUST CENTURY SHARES TRUST INSTITUTIONAL SHARES) |
-12.89%
Feb 2006 – Feb 2009 |
-5.72%
Feb 2004 – Feb 2009 |
0.72%
Feb 1999 – Feb 2009 |
4.86%
Mar 1998 – Mar 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CENSX (CENTURY SHARES TRUST CENTURY SHARES TRUST INSTITUTIONAL SHARES) |
34.22%
Apr 1995 – Apr 1998 |
21.58%
Apr 1994 – Apr 1999 |
19.02%
Oct 1990 – Oct 2000 |
15.40%
Jul 1982 – Jul 1997 |
Annualized Rolling Returns Comparison Chart
