Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CHOIX (CHOU INCOME FUND CHOU INCOME FUND) | NA | -8.60% | -6.19% | -4.73% | NA | NA | NA | … | … |
Data as of 10/25/2019, Common starting date is 12/30/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CHOIX (CHOU INCOME FUND CHOU INCOME FUND) | 12/30/2010 | 10/25/2019 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -8.60 | -6.19 | -4.73 | NA | NA | NA | … | … | -5.83 | -13.23 | -4.55 | 20.88 | -11.91 | -4.83 | 22.48 | 34.94 | -13.84 | 0.20 |
| Sharpe Ratio | NA | -0.81 | -0.69 | -0.53 | NA | NA | NA | … | … | -0.88 | -1.16 | -0.55 | 2.10 | -1.49 | -0.66 | 3.06 | 4.24 | -1.63 | NA |
| Standard Deviation(%) | NA | 12.51 | 10.60 | 10.21 | NA | NA | NA | … | … | 9.76 | 12.55 | 9.45 | 9.80 | 8.01 | 7.30 | 7.33 | 8.30 | 8.53 | 0.00 |
| Draw Down(%) | NA | 12.32 | 25.75 | 28.87 | NA | NA | NA | … | … | 12.32 | 21.77 | 10.76 | 14.49 | 14.24 | 16.37 | 3.11 | 3.63 | 17.42 | 0.00 |
| Yield(%) | 0.00 | 3.65 | 5.27 | 6.38 | 6.80 | 4.53 | 3.40 | … | … | 1.27 | 3.74 | 6.04 | 13.27 | 11.22 | 6.95 | 10.73 | 19.76 | 11.26 | 2.15 |
Data as of 10/25/2019, Common starting date is 12/30/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CHOIX (CHOU INCOME FUND CHOU INCOME FUND) |
-5.81%
Feb 2013 – Feb 2016 |
-6.05%
Jul 2014 – Jul 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CHOIX (CHOU INCOME FUND CHOU INCOME FUND) |
18.40%
Sep 2011 – Sep 2014 |
10.86%
Dec 2011 – Dec 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart