Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LZ (LegalZoom.com, Inc.) | NA | 29.19% | 40.06% | 27.22% | 18.59% | 14.89% | 13.86% | … | … |
Data as of 09/16/2011, Common starting date is 11/06/1987
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LZ (LegalZoom.com, Inc.) | 11/06/1987 | 09/16/2011 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.23 | 29.19 | 40.06 | 27.22 | 18.59 | 14.89 | 13.86 | … | … | 27.37 | 47.70 | 105.75 | -31.05 | 10.14 | 18.19 | 20.85 | 17.00 | 10.29 | -10.17 | 39.74 | -12.08 | 30.16 | -25.45 | 25.99 | 19.95 | -12.90 | 5.16 | 32.84 | 1.27 | 26.84 | 39.72 | 16.62 | 19.68 | 22.92 |
| Sharpe Ratio | NA | 1.06 | 0.91 | 0.67 | 0.49 | NA | NA | … | … | 1.27 | 1.43 | 2.63 | -0.54 | 0.27 | 0.79 | 0.84 | 0.71 | 0.44 | -0.36 | 1.18 | -0.40 | 0.83 | -1.17 | -1.17 | 0.91 | -0.78 | 0.09 | 1.19 | -0.04 | 0.95 | 1.51 | 0.51 | 0.52 | 7.57 |
| Standard Deviation(%) | NA | 27.42 | 44.03 | 39.34 | 33.18 | NA | NA | … | … | 31.88 | 33.26 | 40.16 | 58.94 | 26.93 | 18.96 | 22.18 | 22.65 | 21.68 | 31.49 | 32.35 | 40.79 | 32.56 | 24.63 | 24.95 | 17.92 | 21.43 | 24.31 | 25.71 | 25.55 | 24.09 | 22.64 | 21.31 | 28.80 | 40.15 |
| Draw Down(%) | NA | 11.02 | 53.24 | 64.46 | 64.46 | NA | NA | … | … | 8.31 | 19.10 | 38.88 | 54.73 | 21.75 | 15.14 | 14.57 | 12.67 | 15.06 | 25.67 | 25.30 | 42.34 | 27.47 | 40.23 | 23.95 | 12.09 | 27.44 | 21.20 | 15.01 | 29.53 | 25.19 | 14.84 | 24.39 | 18.62 | 6.90 |
| Yield(%) | 0.00 | 1.37 | 2.59 | 2.86 | 3.64 | 4.29 | 2.92 | … | … | 1.01 | 1.86 | 3.29 | 2.14 | 2.26 | 2.40 | 2.82 | 3.19 | 3.36 | 2.95 | 3.18 | 3.54 | 4.17 | 3.09 | 3.66 | 4.05 | 3.29 | 3.13 | 3.89 | 1.84 | 2.16 | 2.60 | 2.79 | 2.88 | 0.00 |
Data as of 09/16/2011, Common starting date is 11/06/1987
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LZ (LegalZoom.com, Inc.) |
-16.91%
Sep 1997 – Sep 2000 |
-6.90%
Feb 1994 – Feb 1999 |
3.52%
Feb 1994 – Feb 2004 |
2.32%
Feb 1994 – Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LZ (LegalZoom.com, Inc.) |
45.19%
Jun 2008 – Jun 2011 |
29.99%
Jun 2006 – Jun 2011 |
21.50%
Sep 2000 – Sep 2010 |
15.03%
Apr 1996 – Apr 2011 |
Annualized Rolling Returns Comparison Chart