Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DST (DST Systems Inc) | NA | -0.08% | -44.91% | -26.05% | NA | NA | NA | … | … |
Data as of 04/26/2019, Common starting date is 06/18/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DST (DST Systems Inc) | 06/18/2012 | 04/26/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.08 | -0.08 | -44.91 | -26.05 | NA | NA | NA | … | … | -87.98 | 35.31 | 15.86 | -6.06 | 21.15 | 3.76 | 49.74 | 14.69 | 4.16 | 3.26 | 14.67 | -53.99 | 31.81 | 4.54 | 14.95 | 24.81 | 17.47 | -28.69 | -25.60 | 75.59 | 33.73 | 33.67 | 36.06 | 10.09 | 11.76 |
| Sharpe Ratio | NA | -0.05 | -0.30 | -0.25 | -0.31 | NA | NA | … | … | -0.05 | 4.74 | 0.77 | -0.25 | 0.79 | 0.20 | 3.28 | 1.54 | -0.41 | -0.60 | -0.12 | -1.81 | 0.47 | -0.85 | -0.33 | 0.27 | -0.07 | -1.11 | -1.06 | 1.22 | 0.84 | 0.71 | 1.06 | 0.19 | 2.22 |
| Standard Deviation(%) | NA | 1,941.02 | 152.65 | 108.96 | 81.99 | NA | NA | … | … | 1,941.02 | 39.50 | 19.70 | 25.03 | 26.81 | 18.84 | 15.15 | 19.06 | 34.66 | 25.52 | 32.77 | 40.43 | 21.09 | 21.06 | 18.54 | 19.45 | 28.15 | 43.65 | 44.80 | 43.11 | 36.23 | 42.60 | 30.59 | 35.10 | 44.13 |
| Draw Down(%) | NA | 88.09 | 88.09 | 88.09 | 88.09 | NA | NA | … | … | 88.09 | 1.49 | 18.84 | 24.54 | 28.78 | 16.79 | 10.37 | 10.34 | 26.51 | 22.29 | 36.75 | 61.19 | 13.09 | 12.23 | 14.85 | 12.25 | 36.37 | 51.74 | 40.45 | 30.06 | 25.09 | 48.79 | 31.93 | 32.12 | 13.89 |
| Yield(%) | 0.00 | 0.00 | 1.14 | 1.97 | 2.42 | 1.61 | 1.21 | … | … | 0.00 | 0.00 | 1.97 | 2.37 | 2.54 | 2.66 | 3.87 | 1.51 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 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 04/26/2019, Common starting date is 06/18/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DST (DST Systems Inc) |
3.42%
Aug 2014 – Aug 2017 |
14.18%
Sep 2012 – Sep 2017 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DST (DST Systems Inc) |
28.90%
Oct 2012 – Oct 2015 |
20.02%
Jan 2013 – Jan 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart