Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| HUB.B (Hubbell, Inc. B) | NA | -79.47% | -31.38% | -11.88% | -4.85% | 4.02% | 3.12% | NA |
Data as of 03/17/2015, AR inception is 03/17/1992
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HUB.B (Hubbell, Inc. B) | 03/17/1992 | 03/17/2015 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.16 | -79.47 | -31.38 | -11.88 | -4.85 | 4.02 | 3.12 | NA | 2.98 | -78.08 | 31.05 | 29.27 | 14.31 | 31.18 | 50.61 | -34.10 | 18.77 | 4.27 | -10.23 | 23.41 | 30.59 | 24.46 | 15.37 | 1.20 | -25.38 | -19.81 | 18.64 | 36.90 | 29.77 | 2.37 | 1.25 | 7.88 |
| Sharpe Ratio | NA | 1.08 | 0.85 | 1.33 | 0.44 | NA | NA | 0.26 | 0.73 | NA | 1.86 | 1.47 | 0.43 | 1.14 | 1.36 | -0.71 | 0.64 | 0.05 | -0.58 | 1.07 | 1.21 | 0.76 | 0.48 | -0.07 | -0.96 | -0.81 | -1.77 | 1.92 | 1.83 | -0.04 | -0.05 | 0.42 |
| Standard Deviation(%) | NA | 18.51 | 24.42 | 25.93 | 28.75 | NA | NA | 26.53 | 21.47 | NA | 16.64 | 20.12 | 33.25 | 27.27 | 37.19 | 48.87 | 24.55 | 21.67 | 21.42 | 21.03 | 24.71 | 30.68 | 27.74 | 38.50 | 29.71 | 28.49 | 20.59 | 17.27 | 14.18 | 14.81 | 15.37 | 18.38 |
| Draw Down(%) | NA | 100.00 | 100.00 | 100.00 | 100.00 | NA | NA | 100.00 | 6.49 | 100.00 | 9.77 | 10.44 | 32.95 | 26.15 | 35.34 | 48.33 | 13.09 | 16.82 | 20.76 | 13.37 | 19.63 | 27.42 | 22.20 | 24.35 | 43.84 | 32.45 | 10.67 | 8.85 | 6.21 | 14.13 | 11.28 | 16.41 |
| Yield(%) | 0.00 | 1.78 | 2.43 | 3.31 | 2.81 | 6.55 | 2.59 | NA | 0.52 | 1.91 | 2.13 | 2.48 | 1.88 | 3.01 | 4.11 | 2.73 | 2.90 | 2.88 | 2.66 | 3.02 | 3.73 | 4.45 | 5.10 | 4.86 | 3.39 | 2.43 | 2.69 | 1.52 | 2.13 | 1.58 | 1.47 | NA |
Data as of 03/17/2015, AR inception is 03/17/1992
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HUB.B (Hubbell, Inc. B) |
-100.00%
Apr 2011 - Apr 2014 |
-100.00%
Apr 2009 - Apr 2014 |
-100.00%
Apr 2004 - Apr 2014 |
-100.00%
Apr 1999 - Apr 2014 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HUB.B (Hubbell, Inc. B) |
47.41%
Mar 2009 - Mar 2012 |
39.26%
Feb 2009 - Feb 2014 |
16.18%
Mar 2001 - Mar 2011 |
12.05%
Feb 1999 - Feb 2014 |
Annualized Rolling Returns Comparison Chart