Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EQY (Equity One Inc) | NA | 14.83% | 14.07% | 14.35% | 6.51% | 11.35% | NA | … | … |
Data as of 03/01/2017, Common starting date is 05/14/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EQY (Equity One Inc) | 05/14/1998 | 03/01/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.13 | 14.83 | 14.07 | 14.35 | 6.51 | 11.35 | NA | … | … | 1.10 | 16.47 | 10.90 | 17.41 | 11.10 | 29.20 | -1.72 | 18.35 | -1.27 | -18.48 | -9.43 | 26.98 | 2.57 | 48.97 | 35.09 | 5.01 | 52.32 | 5.65 | 27.64 | -8.67 |
| Sharpe Ratio | NA | -1.04 | -0.52 | -0.41 | -0.40 | NA | NA | … | … | 0.40 | -0.90 | -0.39 | -0.08 | -0.41 | 0.66 | -0.61 | -0.01 | -0.33 | -0.61 | -1.08 | 0.23 | -0.86 | 1.34 | 0.99 | -0.67 | 1.35 | -0.65 | 0.95 | -0.54 |
| Standard Deviation(%) | NA | 18.39 | 18.04 | 17.72 | 34.41 | NA | NA | … | … | 16.95 | 19.62 | 19.59 | 14.19 | 18.28 | 16.29 | 33.27 | 29.71 | 59.81 | 62.18 | 29.30 | 19.92 | 21.56 | 21.86 | 15.94 | 21.99 | 23.52 | 26.86 | 25.67 | 30.69 |
| Draw Down(%) | NA | 17.79 | 17.79 | 20.21 | 63.51 | NA | NA | … | … | 4.25 | 17.79 | 17.79 | 10.71 | 20.21 | 9.83 | 24.77 | 24.98 | 44.97 | 59.43 | 24.11 | 13.25 | 16.35 | 18.49 | 7.13 | 14.63 | 11.08 | 13.02 | 18.56 | 21.76 |
| Yield(%) | 0.57 | 3.81 | 4.06 | 4.79 | 3.72 | 7.83 | 9.52 | … | … | 0.59 | 3.28 | 3.44 | 3.95 | 4.11 | 5.13 | 4.79 | 5.51 | 6.76 | 5.27 | 4.55 | 9.35 | 5.06 | 6.62 | 8.35 | 7.97 | 10.60 | 10.41 | 11.18 | 6.98 |
Data as of 03/01/2017, Common starting date is 05/14/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EQY (Equity One Inc) |
-15.26%
Feb 2006 – Feb 2009 |
-4.04%
Nov 2006 – Nov 2011 |
5.72%
Aug 2005 – Aug 2015 |
11.37%
Jan 2002 – Jan 2017 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EQY (Equity One Inc) |
31.95%
Apr 2000 – Apr 2003 |
29.16%
Oct 2000 – Oct 2005 |
18.64%
Aug 1998 – Aug 2008 |
14.34%
Oct 1998 – Oct 2013 |
Annualized Rolling Returns Comparison Chart