Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CLCCX (AMERIGO FUND AMERIGO CLASS C) | NA | 2.04% | 2.46% | 7.77% | 1.15% | 2.73% | NA | … | … |
Data as of 10/25/2016, Common starting date is 01/02/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CLCCX (AMERIGO FUND AMERIGO CLASS C) | 01/02/2001 | 10/25/2016 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 2.04 | 2.46 | 7.77 | 1.15 | 2.73 | NA | … | … | 6.66 | -5.97 | 2.87 | 23.77 | 13.04 | -7.78 | 14.59 | 38.58 | -45.81 | 7.49 | -1.57 | 5.83 | 10.28 | 30.96 | -22.48 | -13.82 |
| Sharpe Ratio | NA | 0.09 | 0.17 | 0.54 | 0.03 | NA | NA | … | … | 0.54 | -0.39 | 0.26 | 2.22 | 0.94 | -0.30 | 0.75 | 1.36 | -1.08 | 0.24 | -0.30 | 0.34 | 0.80 | 1.98 | -1.26 | -0.79 |
| Standard Deviation(%) | NA | 14.72 | 13.73 | 14.29 | 22.97 | NA | NA | … | … | 14.76 | 15.54 | 11.16 | 10.69 | 13.98 | 26.00 | 19.46 | 28.34 | 43.18 | 19.07 | 16.35 | 10.83 | 11.72 | 15.25 | 18.72 | 20.78 |
| Draw Down(%) | NA | 15.49 | 21.24 | 21.24 | 60.50 | NA | NA | … | … | 10.83 | 16.01 | 8.44 | 6.58 | 11.40 | 25.42 | 15.45 | 23.16 | 54.08 | 11.96 | 12.59 | 7.33 | 10.25 | 12.17 | 30.03 | 28.06 |
| Yield(%) | 0.00 | 3.68 | 2.23 | 1.81 | 0.70 | 0.62 | 0.38 | … | … | 0.00 | 3.63 | 2.10 | 0.88 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 10/25/2016, Common starting date is 01/02/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CLCCX (AMERIGO FUND AMERIGO CLASS C) |
-22.06%
Feb 2006 – Feb 2009 |
-11.10%
Feb 2004 – Feb 2009 |
-0.09%
Nov 2001 – Nov 2011 |
0.92%
Feb 2001 – Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CLCCX (AMERIGO FUND AMERIGO CLASS C) |
23.63%
Feb 2009 – Feb 2012 |
19.09%
Feb 2009 – Feb 2014 |
4.95%
Mar 2003 – Mar 2013 |
3.17%
Sep 2001 – Sep 2016 |
Annualized Rolling Returns Comparison Chart