Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JAMBX (Jamestown Balanced) | NA | -1.40% | -0.47% | -0.28% | -0.14% | -0.09% | NA | … | … |
Data as of 07/30/2015, Common starting date is 01/08/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JAMBX (Jamestown Balanced) | 01/08/1997 | 07/30/2015 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.75 | -1.40 | -0.47 | -0.28 | -0.14 | -0.09 | NA | … | … | -7.80 | 7.01 | 23.28 | 9.99 | 2.13 | 9.68 | 12.89 | -22.40 | 10.97 | 8.14 | 5.02 | 4.43 | 16.43 | -10.42 | -11.26 | 0.88 | 11.48 | 18.30 | 0.00 |
| Sharpe Ratio | NA | -0.72 | -0.33 | -0.25 | -0.19 | NA | NA | … | … | -0.16 | 0.87 | 3.02 | 1.18 | 0.14 | 0.26 | 1.00 | -1.07 | 0.71 | 0.64 | 0.40 | 0.43 | 1.73 | -0.87 | -1.06 | -0.21 | 0.65 | 0.98 | 1.42 |
| Standard Deviation(%) | NA | 13.00 | 13.00 | 13.00 | 13.00 | NA | NA | … | … | 13.00 | 8.02 | 7.70 | 8.48 | 14.83 | 37.10 | 12.81 | 21.80 | 11.21 | 7.57 | 7.15 | 8.09 | 9.11 | 13.20 | 13.01 | 15.24 | 12.62 | 15.26 | 0.00 |
| Draw Down(%) | NA | 8.91 | 8.91 | 8.91 | 8.91 | NA | NA | … | … | 8.91 | 6.35 | 4.02 | 7.04 | 13.11 | 29.51 | 13.25 | 30.22 | 6.09 | 6.49 | 5.03 | 5.28 | 5.90 | 16.21 | 22.38 | 9.63 | 7.50 | 16.86 | 0.00 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/30/2015, Common starting date is 01/08/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JAMBX (Jamestown Balanced) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JAMBX (Jamestown Balanced) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart