Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MCSCX (M3Sixty Capital Small Cap Growth) | NA | 26.01% | -4.32% | -0.40% | -5.17% | NA | NA | … | … |
Data as of 01/05/2010, Common starting date is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MCSCX (M3Sixty Capital Small Cap Growth) | 06/21/1996 | 01/05/2010 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 26.01 | -4.32 | -0.40 | -5.17 | NA | NA | … | … | 0.00 | 30.27 | -40.05 | 10.77 | 2.59 | 7.28 | 2.31 | 25.70 | -32.07 | -24.47 | -12.07 | 23.97 | 38.15 | 23.42 | 8.53 |
| Sharpe Ratio | NA | 1.16 | -0.21 | -0.10 | -0.31 | NA | NA | … | … | 0.00 | 1.34 | -1.14 | 0.42 | -0.05 | 0.40 | 0.11 | 1.39 | -1.30 | -1.13 | -0.55 | 0.96 | 1.44 | 1.01 | 0.84 |
| Standard Deviation(%) | NA | 22.35 | 26.73 | 22.18 | 22.40 | NA | NA | … | … | NA | 22.56 | 35.74 | 18.54 | 12.58 | 12.76 | 12.69 | 18.05 | 25.61 | 24.08 | 29.21 | 21.58 | 24.15 | 19.66 | 15.85 |
| Draw Down(%) | NA | 18.46 | 52.17 | 52.17 | 67.25 | NA | NA | … | … | 0.00 | 18.46 | 48.20 | 12.43 | 11.79 | 8.59 | 14.83 | 13.82 | 35.94 | 40.74 | 24.35 | 12.80 | 26.19 | 13.15 | 10.86 |
| Yield(%) | 0.00 | 0.00 | 2.70 | 1.83 | 1.89 | 4.06 | 3.04 | … | … | 0.00 | 0.00 | 0.00 | 8.05 | 0.00 | 0.10 | 0.00 | 0.00 | 0.00 | 0.56 | 13.16 | 7.58 | 5.94 | 4.27 | 1.09 |
Data as of 01/05/2010, Common starting date is 06/21/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MCSCX (M3Sixty Capital Small Cap Growth) |
-25.26%
Mar 2000 – Mar 2003 |
-11.70%
Apr 2000 – Apr 2005 |
-7.41%
Feb 1999 – Feb 2009 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MCSCX (M3Sixty Capital Small Cap Growth) |
31.97%
Mar 1997 – Mar 2000 |
11.39%
Jul 1996 – Jul 2001 |
3.86%
Jul 1996 – Jul 2006 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart