Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KGSCX (KALMAR “GROWTH-WITH-VALUE” SMALL CAP FUND INVESTOR CLASS) | NA | 15.11% | 3.33% | 8.66% | 5.20% | 8.89% | 6.27% | … | … |
Data as of 10/31/2017, Common starting date is 06/16/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KGSCX (KALMAR “GROWTH-WITH-VALUE” SMALL CAP FUND INVESTOR CLASS) | 06/16/1997 | 10/31/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 15.11 | 3.33 | 8.66 | 5.20 | 8.89 | 6.27 | … | … | 5.09 | 11.41 | -7.37 | -7.28 | 43.14 | 13.58 | 0.57 | 34.58 | 33.52 | -40.33 | 12.73 | 6.14 | 5.25 | 12.79 | 37.55 | -16.53 | 0.00 | 16.50 | 6.01 | -7.66 | 24.51 |
| Sharpe Ratio | NA | 1.51 | 0.19 | 0.53 | 0.21 | NA | NA | … | … | 0.70 | 0.60 | -0.42 | -0.42 | 2.91 | 0.81 | 0.02 | 1.54 | 1.13 | -1.10 | 0.55 | 0.18 | 0.22 | 0.76 | 2.13 | -0.74 | -0.10 | 0.45 | 0.21 | -0.56 | 2.99 |
| Standard Deviation(%) | NA | 9.64 | 15.81 | 15.96 | 23.25 | NA | NA | … | … | 7.87 | 18.62 | 17.77 | 17.39 | 14.80 | 16.90 | 31.67 | 22.41 | 29.61 | 37.45 | 17.54 | 14.85 | 13.32 | 15.47 | 17.26 | 23.75 | 25.57 | 27.53 | 12.80 | 20.03 | 15.26 |
| Draw Down(%) | NA | 3.77 | 28.79 | 28.79 | 56.50 | NA | NA | … | … | 3.61 | 16.27 | 18.94 | 20.14 | 5.91 | 12.91 | 26.98 | 16.12 | 25.89 | 50.13 | 10.28 | 16.26 | 9.94 | 15.95 | 12.53 | 30.81 | 27.55 | 19.32 | 17.15 | 38.18 | 9.84 |
| Yield(%) | 0.00 | 26.23 | 14.61 | 12.93 | 7.71 | 11.14 | 7.32 | … | … | 0.00 | 27.52 | 19.42 | 6.35 | 2.26 | 7.91 | 5.23 | 2.23 | 0.00 | 0.00 | 21.83 | 4.46 | 3.10 | 3.54 | 0.66 | 0.00 | 0.00 | 19.82 | 0.00 | 0.00 | 7.83 |
Data as of 10/31/2017, Common starting date is 06/16/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KGSCX (KALMAR "GROWTH-WITH-VALUE" SMALL CAP FUND INVESTOR CLASS) |
-16.19%
Feb 2006 – Feb 2009 |
-6.64%
Feb 2004 – Feb 2009 |
1.54%
Jan 1999 – Jan 2009 |
5.34%
Sep 1997 – Sep 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KGSCX (KALMAR "GROWTH-WITH-VALUE" SMALL CAP FUND INVESTOR CLASS) |
32.40%
Feb 2009 – Feb 2012 |
27.29%
Feb 2009 – Feb 2014 |
10.55%
Mar 2003 – Mar 2013 |
9.80%
Feb 1999 – Feb 2014 |
Annualized Rolling Returns Comparison Chart