Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 07/25/2014.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FIO (Fusion-IO Inc) | NA | -25.92% | -28.71% | -7.79% | NA | NA | NA | -17.85% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FIO (Fusion-IO Inc) | 05/08/2007 | 07/25/2014 |
The return data shown below all have the same latest date: 07/25/2014.
AR inception is since 05/08/2007.
AR inception is since 05/08/2007.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.09 | -25.92 | -28.71 | -7.79 | NA | NA | NA | -17.85 | 26.04 | -61.14 | -5.25 | -8.51 | 15.41 | 30.54 | -50.55 | -20.16 |
| Sharpe Ratio | NA | -0.35 | -0.38 | -0.10 | NA | NA | NA | -0.29 | 0.96 | -0.90 | -0.08 | -0.11 | 0.57 | 0.47 | -0.71 | -1.07 |
| Standard Deviation(%) | NA | 74.48 | 76.18 | 72.16 | NA | NA | NA | 62.06 | 52.92 | 68.34 | 63.55 | 80.45 | 26.68 | 64.65 | 72.56 | 30.06 |
| Draw Down(%) | NA | 48.60 | 80.37 | 80.37 | NA | NA | NA | 82.40 | 35.45 | 64.32 | 45.40 | 55.30 | 22.01 | 47.88 | 73.18 | 22.99 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 1.43 | 0.54 | 0.36 | 0.27 | 0.77 | 0.00 | 0.00 | 0.00 | 0.77 | 2.91 | 4.52 | 1.24 | 0.89 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FIO (Fusion-IO Inc) |
-35.38%
May 2011 - May 2014 |
-20.58%
Aug 2008 - Aug 2013 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FIO (Fusion-IO Inc) |
34.87%
Mar 2009 - Mar 2012 |
-1.90%
Mar 2009 - Mar 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart