Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IALFX (INSTITUTIONAL ADVISORS LARGECAP FUND INSTITUTIONAL ADVISORS LARGECAP FUND) | NA | -4.49% | 6.98% | 9.66% | NA | NA | NA | … | … |
Data as of 06/16/2016, Common starting date is 04/01/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IALFX (INSTITUTIONAL ADVISORS LARGECAP FUND INSTITUTIONAL ADVISORS LARGECAP FUND) | 04/01/2009 | 06/16/2016 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -4.49 | 6.98 | 9.66 | NA | NA | NA | … | … | 0.78 | -9.96 | 5.03 | 20.71 | 12.70 | -0.20 | 11.63 | 33.27 |
| Sharpe Ratio | NA | -0.57 | 0.03 | 0.30 | NA | NA | NA | … | … | 0.13 | -0.62 | 0.36 | 1.73 | 1.09 | -0.01 | 0.71 | 2.49 |
| Standard Deviation(%) | NA | 16.13 | 14.58 | 15.35 | NA | NA | NA | … | … | 11.91 | 16.14 | 13.97 | 11.95 | 11.65 | 19.94 | 16.17 | 18.57 |
| Draw Down(%) | NA | 17.44 | 24.47 | 24.47 | NA | NA | NA | … | … | 7.49 | 13.71 | 9.32 | 5.87 | 7.43 | 15.95 | 13.59 | 5.63 |
| Yield(%) | 0.00 | 4.57 | 7.13 | 6.19 | 5.12 | 3.41 | 2.56 | … | … | 0.00 | 4.56 | 9.21 | 7.38 | 2.58 | 1.90 | 2.76 | 0.00 |
Data as of 06/16/2016, Common starting date is 04/01/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IALFX (INSTITUTIONAL ADVISORS LARGECAP FUND INSTITUTIONAL ADVISORS LARGECAP FUND) |
7.27%
May 2013 – May 2016 |
8.57%
Feb 2011 – Feb 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IALFX (INSTITUTIONAL ADVISORS LARGECAP FUND INSTITUTIONAL ADVISORS LARGECAP FUND) |
19.65%
Sep 2011 – Sep 2014 |
16.90%
Jun 2009 – Jun 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart