Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EEFIX (ESTABROOK INVESTMENT GRADE FIXED INCOME FUND CLASS I) | NA | 2.79% | 2.14% | 1.97% | NA | NA | NA | … | … |
Data as of 02/26/2018, Common starting date is 07/29/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EEFIX (ESTABROOK INVESTMENT GRADE FIXED INCOME FUND CLASS I) | 07/29/2010 | 02/26/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 2.79 | 2.14 | 1.97 | NA | NA | NA | … | … | 0.49 | 3.25 | 3.32 | 0.56 | 2.29 | 0.06 | 11.95 | -0.30 | -0.70 |
| Sharpe Ratio | NA | 1.24 | 0.85 | 0.80 | NA | NA | NA | … | … | 1.81 | 1.55 | 1.26 | 0.23 | 1.26 | 0.01 | 4.92 | -0.09 | -0.38 |
| Standard Deviation(%) | NA | 1.58 | 2.13 | 2.19 | NA | NA | NA | … | … | 1.26 | 1.70 | 2.46 | 2.31 | 1.81 | 2.67 | 2.44 | 3.50 | 4.57 |
| Draw Down(%) | NA | 0.89 | 2.41 | 4.60 | NA | NA | NA | … | … | 0.00 | 0.89 | 2.41 | 1.73 | 1.72 | 4.60 | 1.09 | 4.53 | 4.47 |
| Yield(%) | 0.00 | 1.58 | 2.28 | 2.44 | 1.82 | 1.21 | 0.91 | … | … | 0.00 | 1.73 | 2.81 | 2.63 | 2.39 | 3.29 | 3.36 | 1.82 | 0.00 |
Data as of 02/26/2018, Common starting date is 07/29/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EEFIX (ESTABROOK INVESTMENT GRADE FIXED INCOME FUND CLASS I) |
0.89%
Feb 2013 – Feb 2016 |
1.86%
Nov 2012 – Nov 2017 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EEFIX (ESTABROOK INVESTMENT GRADE FIXED INCOME FUND CLASS I) |
5.23%
Nov 2011 – Nov 2014 |
4.10%
Sep 2011 – Sep 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart