Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CHEAX (THE CHESAPEAKE GROWTH FUND INVESTOR SHARES) | NA | -6.22% | 8.89% | 7.64% | 5.92% | 3.47% | 4.57% | 4.49% |
Data as of 06/28/2016, AR inception is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CHEAX (THE CHESAPEAKE GROWTH FUND INVESTOR SHARES) | 06/21/1996 | 06/28/2016 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.67 | -6.22 | 8.89 | 7.64 | 5.92 | 3.47 | 4.57 | 4.49 | -5.80 | -9.54 | -8.61 | 21.56 | 19.46 | -12.67 | 18.39 | 48.97 | -49.94 | 21.16 | 9.72 | 7.09 | 10.48 | 41.44 | -33.49 | -28.13 | -41.44 | 39.03 | 12.12 | 0.76 | 8.51 |
| Sharpe Ratio | NA | -0.89 | -0.24 | -0.04 | 0.03 | NA | NA | -0.12 | -0.65 | -0.46 | -0.42 | 1.20 | 1.13 | -0.42 | 0.68 | 1.55 | -1.09 | 0.99 | 0.41 | 0.39 | 0.54 | 1.98 | -1.18 | -0.99 | -0.60 | 1.50 | 0.34 | -2.33 | 0.71 |
| Standard Deviation(%) | NA | 24.21 | 22.18 | 23.76 | 27.62 | NA | NA | 32.85 | 18.00 | 20.82 | 20.65 | 17.88 | 17.29 | 30.33 | 26.81 | 31.53 | 46.40 | 18.41 | 15.81 | 12.67 | 17.50 | 20.54 | 29.28 | 31.09 | 75.61 | 23.84 | 25.54 | 23.24 | 18.64 |
| Draw Down(%) | NA | 30.99 | 36.47 | 36.47 | 62.06 | NA | NA | 82.71 | 15.51 | 19.58 | 18.19 | 12.77 | 13.88 | 30.78 | 23.34 | 21.31 | 60.54 | 10.76 | 15.57 | 8.66 | 19.56 | 14.95 | 42.54 | 46.04 | 62.61 | 14.47 | 37.88 | 31.49 | 14.99 |
| Yield(%) | 0.00 | 14.74 | 14.85 | 9.97 | 6.13 | 3.84 | 6.38 | 6.28 | 0.00 | 15.67 | 14.18 | 14.67 | 0.00 | 0.00 | 0.00 | 0.00 | 0.28 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.08 | 44.79 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/28/2016, AR inception is 06/21/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CHEAX (THE CHESAPEAKE GROWTH FUND INVESTOR SHARES) |
-29.59%
Feb 2000 - Feb 2003 |
-11.72%
Sep 1997 - Sep 2002 |
-6.11%
Aug 2000 - Aug 2010 |
0.31%
Aug 2000 - Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CHEAX (THE CHESAPEAKE GROWTH FUND INVESTOR SHARES) |
26.17%
Feb 1997 - Feb 2000 |
23.28%
Feb 2009 - Feb 2014 |
8.69%
Aug 2004 - Aug 2014 |
5.58%
Aug 1998 - Aug 2013 |
Annualized Rolling Returns Comparison Chart