Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| COLLX (The Collar) | NA | 1.63% | 0.46% | NA | NA | NA | NA | 2.43% |
Data as of 01/15/2014, AR inception is 06/30/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| COLLX (The Collar) | 06/30/2009 | 01/15/2014 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 1.63 | 0.46 | NA | NA | NA | NA | 2.43 | 0.00 | 2.41 | 3.01 | -3.08 | 3.42 | 4.10 |
| Sharpe Ratio | NA | 0.37 | 0.08 | NA | NA | NA | NA | 0.31 | 0.00 | 0.55 | 0.56 | -0.40 | 0.42 | 1.02 |
| Standard Deviation(%) | NA | 4.26 | 5.99 | NA | NA | NA | NA | 6.68 | NA | 4.31 | 5.31 | 7.86 | 7.87 | 8.02 |
| Draw Down(%) | NA | 1.97 | 5.35 | NA | NA | NA | NA | 5.43 | 0.00 | 1.97 | 2.98 | 5.43 | 4.23 | 2.77 |
| Yield(%) | 0.00 | 0.00 | 1.15 | 0.76 | 0.38 | 0.25 | 0.19 | 0.95 | 0.00 | 0.00 | 0.23 | 3.25 | 0.06 | 0.00 |
Data as of 01/15/2014, AR inception is 06/30/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| COLLX (The Collar) |
0.74%
Dec 2010 - Dec 2013 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| COLLX (The Collar) |
2.31%
Jun 2010 - Jun 2013 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart