Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 09/27/2022.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MAKE (A.D. Makepeace Company) | NA | 0.00% | -1.08% | -2.26% | -2.89% | NA | NA | -4.28% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MAKE (A.D. Makepeace Company) | 06/19/2012 | 09/27/2022 |
The return data shown below all have the same latest date: 09/27/2022.
AR inception is since 06/19/2012.
AR inception is since 06/19/2012.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.00 | -1.08 | -2.26 | -2.89 | NA | NA | -4.28 | 0.00 | 0.00 | -14.15 | 0.00 | 1.92 | -7.96 | 7.62 | -12.50 | 0.00 | -14.29 | -0.71 |
| Sharpe Ratio | NA | 0.00 | -0.13 | -0.27 | -0.19 | NA | NA | -0.26 | 0.00 | 0.00 | -0.94 | -0.08 | 0.07 | -0.69 | 0.49 | -0.48 | 0.00 | -0.50 | -0.05 |
| Standard Deviation(%) | NA | 0.00 | 11.23 | 11.01 | 17.28 | NA | NA | 17.54 | NA | 0.00 | 15.23 | 17.02 | 8.98 | 12.57 | 15.02 | 25.99 | 17.83 | 28.63 | 26.34 |
| Draw Down(%) | NA | 0.00 | 14.15 | 14.15 | 40.13 | NA | NA | 40.13 | 0.00 | 0.00 | 14.15 | 11.32 | 3.85 | 11.50 | 7.62 | 29.14 | 17.81 | 28.95 | 14.99 |
| 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 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MAKE (A.D. Makepeace Company) |
-11.85%
Jun 2014 - Jun 2017 |
-8.03%
Apr 2013 - Apr 2018 |
-2.84%
Jul 2012 - Jul 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MAKE (A.D. Makepeace Company) |
1.96%
Jun 2017 - Jun 2020 |
-1.10%
Nov 2013 - Nov 2018 |
-2.72%
Aug 2012 - Aug 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart