Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CMDGX (MEYDENBAUER DIVIDEND GROWTH FUND NO LOAD CLASS) | NA | 2.10% | 3.23% | 9.48% | NA | NA | NA | … | … |
Data as of 12/27/2016, Common starting date is 10/01/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CMDGX (MEYDENBAUER DIVIDEND GROWTH FUND NO LOAD CLASS) | 10/01/2010 | 12/27/2016 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 2.10 | 3.23 | 9.48 | NA | NA | NA | … | … | 2.76 | -5.22 | 12.46 | 32.68 | 8.71 | 3.32 | 5.42 |
| Sharpe Ratio | NA | 0.12 | 0.24 | 0.76 | NA | NA | NA | … | … | 0.21 | -0.34 | 1.09 | 3.13 | 0.76 | 0.17 | 2.64 |
| Standard Deviation(%) | NA | 12.26 | 13.18 | 12.36 | NA | NA | NA | … | … | 12.22 | 15.63 | 11.38 | 10.43 | 11.48 | 19.74 | 8.88 |
| Draw Down(%) | NA | 13.21 | 20.45 | 20.45 | NA | NA | NA | … | … | 11.60 | 15.17 | 8.47 | 5.06 | 9.85 | 17.47 | 3.65 |
| Yield(%) | 0.00 | 0.80 | 5.57 | 7.39 | 4.14 | 2.76 | 2.07 | … | … | 0.82 | 8.11 | 7.51 | 13.23 | 1.40 | 1.18 | 0.32 |
Data as of 12/27/2016, Common starting date is 10/01/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMDGX (MEYDENBAUER DIVIDEND GROWTH FUND NO LOAD CLASS) |
4.03%
Nov 2013 – Nov 2016 |
7.33%
Feb 2011 – Feb 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMDGX (MEYDENBAUER DIVIDEND GROWTH FUND NO LOAD CLASS) |
20.03%
Sep 2011 – Sep 2014 |
11.97%
Sep 2011 – Sep 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart