Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CTYLX (COUNTRY Bond Y) | NA | -5.47% | 0.92% | 4.48% | 3.92% | 2.99% | NA | 3.08% |
Data as of 11/04/2013, AR inception is 08/07/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CTYLX (COUNTRY Bond Y) | 08/07/1997 | 11/04/2013 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.10 | -5.47 | 0.92 | 4.48 | 3.92 | 2.99 | NA | 3.08 | -5.48 | 3.80 | 6.98 | 5.28 | 7.98 | 4.18 | 6.70 | 3.40 | 1.99 | 3.86 | 3.81 | 5.73 | 1.27 | 5.26 | -7.27 | 0.97 | 2.07 |
| Sharpe Ratio | NA | -1.03 | 0.22 | 1.07 | 0.71 | NA | NA | 0.34 | -1.20 | 1.63 | 1.95 | 1.38 | 1.75 | 0.61 | 1.16 | 0.04 | -0.06 | 0.62 | 0.73 | 1.21 | -0.23 | 0.31 | -2.37 | -0.48 | 0.43 |
| Standard Deviation(%) | NA | 5.17 | 4.06 | 4.14 | 3.99 | NA | NA | 4.11 | 5.41 | 2.32 | 3.57 | 3.77 | 4.50 | 5.35 | 3.20 | 2.50 | 2.78 | 4.71 | 4.25 | 3.82 | 4.69 | 3.95 | 4.44 | 4.85 | 4.13 |
| Draw Down(%) | NA | 6.71 | 6.71 | 6.71 | 6.71 | NA | NA | 13.11 | 6.71 | 1.09 | 1.59 | 3.13 | 1.92 | 4.01 | 1.90 | 1.85 | 2.16 | 4.08 | 4.54 | 2.39 | 4.01 | 3.05 | 7.80 | 5.10 | 0.99 |
| Yield(%) | 0.00 | 1.98 | 2.93 | 3.68 | 3.97 | 3.07 | 2.40 | 3.00 | 1.44 | 2.58 | 3.49 | 3.73 | 4.49 | 5.00 | 4.63 | 4.18 | 4.18 | 5.02 | 6.86 | 1.17 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 11/04/2013, AR inception is 08/07/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CTYLX (COUNTRY Bond Y) |
-1.25%
Oct 1997 - Oct 2000 |
0.68%
Aug 1998 - Aug 2003 |
2.03%
Oct 1998 - Oct 2008 |
2.92%
Oct 1998 - Oct 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CTYLX (COUNTRY Bond Y) |
8.44%
Oct 2008 - Oct 2011 |
6.46%
Jun 2007 - Jun 2012 |
5.15%
Mar 2002 - Mar 2012 |
3.64%
Sep 1997 - Sep 2012 |
Annualized Rolling Returns Comparison Chart