Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MCRAB (McRae Industries Inc) | NA | 19.60% | 14.17% | 17.63% | 6.95% | 12.81% | NA | … | … |
Data as of 01/29/2025, Common starting date is 01/31/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MCRAB (McRae Industries Inc) | 01/31/2008 | 01/29/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 19.60 | 14.17 | 17.63 | 6.95 | 12.81 | NA | … | … | 6.15 | 12.67 | 10.52 | 17.43 | 60.69 | -9.71 | -8.81 | -19.01 | 34.70 | -12.00 | -0.71 | 21.83 | 56.59 | 37.42 | 4.56 | 24.38 | -26.91 | -1.79 |
| Sharpe Ratio | NA | 1.43 | 1.05 | 0.50 | 0.23 | NA | NA | … | … | NA | 1.43 | 0.75 | 1.13 | 1.19 | -0.24 | -0.62 | -1.47 | 1.51 | -1.10 | -0.45 | 0.64 | 2.31 | 1.61 | 0.13 | 1.07 | -0.54 | -0.14 |
| Standard Deviation(%) | NA | 11.24 | 10.61 | 31.60 | 24.15 | NA | NA | … | … | 0.00 | 8.51 | 9.26 | 12.66 | 59.08 | 41.25 | 16.61 | 13.88 | 22.67 | 11.09 | 1.67 | 34.25 | 24.46 | 23.48 | 34.05 | 22.61 | 49.85 | 20.06 |
| Draw Down(%) | NA | 0.00 | 4.91 | 31.05 | 49.25 | NA | NA | … | … | 0.00 | 0.00 | 4.44 | 4.91 | 30.55 | 31.05 | 16.07 | 19.39 | 7.98 | 12.85 | 2.34 | 13.19 | 5.61 | 7.06 | 23.20 | 8.33 | 43.64 | 14.06 |
| Yield(%) | 0.00 | 0.98 | 2.41 | 2.74 | 2.04 | 4.87 | 2.87 | … | … | 0.00 | 0.98 | 2.93 | 2.86 | 1.18 | 2.08 | 1.86 | 2.85 | 1.93 | 1.66 | 1.63 | 1.95 | 2.25 | 4.51 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 01/29/2025, Common starting date is 01/31/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MCRAB (McRae Industries Inc) |
-17.78%
Jul 2017 – Jul 2020 |
-9.45%
Jun 2015 – Jun 2020 |
5.12%
Jul 2014 – Jul 2024 |
8.04%
Apr 2008 – Apr 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MCRAB (McRae Industries Inc) |
41.45%
Jul 2011 – Jul 2014 |
34.51%
Oct 2009 – Oct 2014 |
13.93%
Feb 2012 – Feb 2022 |
15.01%
Oct 2009 – Oct 2024 |
Annualized Rolling Returns Comparison Chart