Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CHESX (THE CHESAPEAKE GROWTH FUND INSTITUTIONAL SHARES) | NA | -6.12% | 9.08% | 8.01% | 6.21% | 3.79% | 4.93% | 4.85% |
Data as of 06/28/2016, AR inception is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CHESX (THE CHESAPEAKE GROWTH FUND INSTITUTIONAL 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 (%) | -2.65 | -6.12 | 9.08 | 8.01 | 6.21 | 3.79 | 4.93 | 4.85 | -5.69 | -7.84 | -7.12 | 23.54 | 20.03 | -12.20 | 18.88 | 49.21 | -49.70 | 21.42 | 9.46 | 7.38 | 10.77 | 42.47 | -32.97 | -27.74 | -40.39 | 39.75 | 12.50 | 1.26 | 8.69 |
| Sharpe Ratio | NA | -0.88 | -0.18 | 0.01 | 0.06 | NA | NA | -0.10 | -0.64 | -0.40 | -0.36 | 1.37 | 1.17 | -0.40 | 0.80 | 1.55 | -1.09 | 1.00 | 0.39 | 0.41 | 0.56 | 2.02 | -1.13 | -0.98 | -0.60 | 1.53 | 0.36 | -2.31 | 0.74 |
| Standard Deviation(%) | NA | 22.72 | 20.73 | 22.71 | 26.73 | NA | NA | 32.24 | 18.04 | 19.65 | 19.69 | 17.19 | 17.22 | 30.28 | 23.61 | 31.63 | 46.34 | 18.46 | 15.75 | 12.57 | 17.41 | 20.72 | 30.13 | 31.09 | 74.55 | 23.88 | 25.52 | 23.25 | 18.43 |
| Draw Down(%) | NA | 29.65 | 33.41 | 33.41 | 61.87 | NA | NA | 81.91 | 15.41 | 18.11 | 17.00 | 11.80 | 13.85 | 30.63 | 19.25 | 21.40 | 60.34 | 10.76 | 15.94 | 8.59 | 19.60 | 14.88 | 42.17 | 45.88 | 61.96 | 14.38 | 37.76 | 31.32 | 14.95 |
| Yield(%) | 0.00 | 13.13 | 13.63 | 9.26 | 5.76 | 3.67 | 6.35 | 6.25 | 0.00 | 13.98 | 12.85 | 13.50 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.08 | 44.00 | 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 |
|---|---|---|---|---|
| CHESX (THE CHESAPEAKE GROWTH FUND INSTITUTIONAL SHARES) |
-29.19%
Feb 2000 - Feb 2003 |
-11.27%
Sep 1997 - Sep 2002 |
-5.83%
Aug 2000 - Aug 2010 |
0.64%
Aug 2000 - Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CHESX (THE CHESAPEAKE GROWTH FUND INSTITUTIONAL SHARES) |
26.74%
Feb 1997 - Feb 2000 |
23.86%
Feb 2009 - Feb 2014 |
8.97%
Mar 2003 - Mar 2013 |
5.97%
Aug 1998 - Aug 2013 |
Annualized Rolling Returns Comparison Chart