Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KS (KapStone Paper and Packaging Corporation) | NA | 55.13% | 14.88% | 4.80% | 34.13% | NA | NA | … | … |
Data as of 12/17/2018, Common starting date is 03/01/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KS (KapStone Paper and Packaging Corporation) | 03/01/2007 | 12/17/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 55.13 | 14.88 | 4.80 | 34.13 | NA | NA | … | … | 54.03 | 2.90 | -2.39 | -22.93 | 4.94 | 151.74 | 40.98 | 2.88 | 55.65 | 313.03 | -66.00 | 9.89 |
| Sharpe Ratio | NA | 1.25 | -0.22 | -0.41 | 0.26 | NA | NA | … | … | 1.10 | -0.53 | -0.55 | -1.17 | -0.36 | 3.63 | 0.67 | -0.35 | 0.83 | 2.73 | -1.77 | -0.53 |
| Standard Deviation(%) | NA | 30.71 | 45.72 | 42.19 | 52.84 | NA | NA | … | … | 31.11 | 30.75 | 65.80 | 35.55 | 37.78 | 36.65 | 33.73 | 44.13 | 44.85 | 107.89 | 48.21 | 26.52 |
| Draw Down(%) | NA | 12.17 | 60.74 | 74.46 | 74.46 | NA | NA | … | … | 12.17 | 19.64 | 59.94 | 53.88 | 26.66 | 14.44 | 28.86 | 28.88 | 25.37 | 65.80 | 74.15 | 20.92 |
| 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 |
Data as of 12/17/2018, Common starting date is 03/01/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KS (KapStone Paper and Packaging Corporation) |
-14.61%
Jun 2014 – Jun 2017 |
3.61%
Feb 2011 – Feb 2016 |
18.45%
Jun 2007 – Jun 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KS (KapStone Paper and Packaging Corporation) |
137.00%
Feb 2009 – Feb 2012 |
111.29%
Feb 2009 – Feb 2014 |
31.77%
Nov 2008 – Nov 2018 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart