Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JVOFX (Jones Villalta Opportunity) | NA | -22.22% | -4.73% | NA | NA | NA | NA | … | … |
Data as of 03/26/2013, Common starting date is 12/24/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JVOFX (Jones Villalta Opportunity) | 12/24/2008 | 03/26/2013 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -10.62 | -22.22 | -4.73 | NA | NA | NA | NA | … | … | -10.62 | 5.59 | -12.46 | 14.56 | 45.33 | 2.70 |
| Sharpe Ratio | NA | -1.20 | -0.20 | NA | NA | NA | NA | … | … | -1.64 | 0.36 | -0.43 | 0.65 | 1.19 | 23.41 |
| Standard Deviation(%) | NA | 18.53 | 24.09 | NA | NA | NA | NA | … | … | 23.20 | 15.71 | 29.38 | 22.14 | 37.94 | 18.57 |
| Draw Down(%) | NA | 22.22 | 29.41 | NA | NA | NA | NA | … | … | 10.62 | 17.63 | 29.41 | 22.00 | 35.58 | 0.89 |
| Yield(%) | 0.00 | 0.17 | 3.61 | 3.53 | 1.77 | 1.18 | 0.88 | … | … | 0.00 | 0.22 | 1.79 | 9.52 | 0.00 | 0.00 |
Data as of 03/26/2013, Common starting date is 12/24/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JVOFX (Jones Villalta Opportunity) |
1.45%
Feb 2010 – Feb 2013 |
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 |
|---|---|---|---|---|
| JVOFX (Jones Villalta Opportunity) |
30.28%
Feb 2009 – Feb 2012 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart