Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LMIA (LMI Aerospace Inc) | NA | 82.64% | 2.37% | -3.96% | -5.01% | 7.62% | NA | … | … |
Data as of 06/27/2017, Common starting date is 07/01/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LMIA (LMI Aerospace Inc) | 07/01/1998 | 06/27/2017 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.07 | 82.64 | 2.37 | -3.96 | -5.01 | 7.62 | NA | … | … | 62.30 | -14.40 | -28.58 | -4.34 | -23.78 | 10.20 | 9.76 | 20.23 | 16.97 | -57.11 | 71.25 | 9.32 | 161.74 | 171.86 | -7.87 | -50.00 | 97.49 | -27.08 | -52.00 | -41.18 |
| Sharpe Ratio | NA | 1.80 | 0.06 | -0.10 | -0.10 | NA | NA | … | … | 2.96 | -0.46 | -0.95 | -0.16 | -0.40 | 0.29 | 0.19 | 0.39 | 0.19 | -0.66 | 1.52 | 0.09 | 2.15 | 1.16 | -0.10 | -0.64 | 0.77 | -0.36 | -0.77 | -0.79 |
| Standard Deviation(%) | NA | 45.69 | 36.47 | 41.06 | 55.58 | NA | NA | … | … | 57.93 | 32.08 | 30.05 | 28.02 | 59.29 | 34.75 | 49.94 | 51.27 | 87.94 | 88.36 | 45.07 | 64.40 | 74.28 | 147.49 | 85.84 | 79.42 | 126.24 | 86.99 | 72.05 | 86.33 |
| Draw Down(%) | NA | 13.18 | 53.65 | 69.05 | 84.99 | NA | NA | … | … | 5.69 | 29.99 | 36.39 | 22.12 | 51.80 | 28.97 | 36.83 | 28.26 | 66.72 | 69.22 | 20.38 | 33.58 | 36.39 | 53.33 | 49.23 | 70.55 | 56.64 | 58.73 | 58.82 | 56.91 |
| 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 | 0.00 |
Data as of 06/27/2017, Common starting date is 07/01/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LMIA (LMI Aerospace Inc) |
-35.97%
Aug 2001 – Aug 2004 |
-27.42%
Jul 1999 – Jul 2004 |
-10.21%
Jul 2006 – Jul 2016 |
2.55%
Aug 2001 – Aug 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LMIA (LMI Aerospace Inc) |
170.51%
Jul 2004 – Jul 2007 |
65.12%
Dec 2002 – Dec 2007 |
27.87%
Jul 2004 – Jul 2014 |
11.46%
Nov 2000 – Nov 2015 |
Annualized Rolling Returns Comparison Chart