Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GVFIX (GRANITE VALUE FUND GRANITE VALUE FUND) | NA | 7.60% | 5.08% | 7.66% | NA | NA | NA | 10.09% |
Data as of 12/15/2017, AR inception is 12/23/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GVFIX (GRANITE VALUE FUND GRANITE VALUE FUND) | 12/23/2011 | 12/15/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.09 | 7.60 | 5.08 | 7.66 | NA | NA | NA | 10.09 | 8.56 | 11.94 | -8.13 | 0.04 | 29.29 | 12.00 | 0.00 |
| Sharpe Ratio | NA | 1.03 | 0.37 | 0.63 | NA | NA | NA | 0.66 | 1.21 | 0.82 | -0.52 | 0.00 | 2.65 | 0.85 | 0.00 |
| Standard Deviation(%) | NA | 6.81 | 13.00 | 12.27 | NA | NA | NA | 12.56 | 6.85 | 14.21 | 15.65 | 11.17 | 11.04 | 14.23 | NA |
| Draw Down(%) | NA | 3.15 | 19.89 | 19.89 | NA | NA | NA | 19.89 | 3.15 | 9.02 | 16.29 | 8.85 | 4.87 | 12.01 | 0.00 |
| Yield(%) | 0.00 | 23.97 | 10.65 | 8.53 | 4.77 | 3.18 | 2.38 | 9.54 | 24.02 | 3.80 | 0.49 | 4.09 | 3.37 | 0.97 | 0.00 |
Data as of 12/15/2017, AR inception is 12/23/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GVFIX (GRANITE VALUE FUND GRANITE VALUE FUND) |
0.42%
Oct 2013 - Oct 2016 |
6.90%
Mar 2012 - Mar 2017 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GVFIX (GRANITE VALUE FUND GRANITE VALUE FUND) |
14.08%
May 2012 - May 2015 |
9.12%
May 2012 - May 2017 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart