Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CLIDX (Cheswold Lane Intl High Dividend Instl) | NA | -27.58% | -9.10% | -4.20% | NA | NA | NA | … | … |
Data as of 02/12/2016, Common starting date is 06/29/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CLIDX (Cheswold Lane Intl High Dividend Instl) | 06/29/2006 | 02/12/2016 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.55 | -27.58 | -9.10 | -4.20 | NA | NA | NA | … | … | -14.47 | -15.75 | -12.81 | 11.40 | 17.65 | -10.66 | -0.46 | 35.42 | -49.23 | 6.78 | 18.07 |
| Sharpe Ratio | NA | -1.49 | -0.79 | -0.36 | NA | NA | NA | … | … | -2.58 | -0.89 | -1.20 | 0.96 | 1.18 | -0.39 | -0.02 | 1.02 | -1.11 | 0.21 | 2.82 |
| Standard Deviation(%) | NA | 19.90 | 14.96 | 18.15 | NA | NA | NA | … | … | 28.88 | 17.79 | 10.65 | 11.85 | 15.09 | 27.25 | 23.92 | 34.59 | 44.88 | 18.16 | 12.63 |
| Draw Down(%) | NA | 35.74 | 41.54 | 41.54 | NA | NA | NA | … | … | 16.17 | 25.48 | 17.48 | 10.37 | 14.65 | 25.93 | 23.27 | 30.82 | 59.63 | 11.76 | 6.63 |
| Yield(%) | 0.00 | 2.54 | 3.06 | 2.64 | 1.25 | 0.83 | 0.62 | … | … | 0.00 | 2.62 | 2.51 | 4.03 | 2.59 | 1.50 | 0.74 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 02/12/2016, Common starting date is 06/29/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CLIDX (Cheswold Lane Intl High Dividend Instl) |
-17.36%
Jun 2007 – Jun 2010 |
-9.41%
May 2007 – May 2012 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CLIDX (Cheswold Lane Intl High Dividend Instl) |
21.63%
Feb 2009 – Feb 2012 |
17.51%
Feb 2009 – Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart