Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MDC (MDC Holdings Inc) | NA | 65.44% | 5.71% | 21.65% | 16.49% | 10.82% | 4.78% | 12.66% |
Data as of 04/18/2024, AR inception is 03/11/1980
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MDC (MDC Holdings Inc) | 03/11/1980 | 04/18/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 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 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.08 | 65.44 | 5.71 | 21.65 | 16.49 | 10.82 | 4.78 | 12.66 | 15.00 | 83.57 | -40.15 | 28.34 | 32.01 | 52.16 | -8.50 | 49.50 | -0.01 | 0.02 | -14.78 | -12.38 | 121.64 | -35.85 | -4.33 | 5.46 | -16.30 | -33.54 | -6.18 | -27.53 | 35.20 | 70.03 | 2.01 | 16.07 | 112.64 | -26.61 | 41.91 | 74.64 | 21.32 | 42.19 | -14.89 | 42.42 | 120.00 | 566.66 | -79.55 | -50.00 | -54.17 | -54.72 | 12.77 | 6.82 | -7.37 | -4.04 | 182.86 | 105.88 | 183.33 |
| Sharpe Ratio | NA | 1.85 | 0.08 | 0.42 | 0.38 | NA | NA | 0.17 | 1.75 | 2.48 | -0.93 | 0.75 | 0.41 | 1.69 | -0.30 | 1.77 | -0.01 | 0.00 | -0.61 | -0.34 | 2.98 | -0.70 | -0.12 | 0.10 | -0.25 | -1.09 | -0.31 | -0.73 | 1.04 | 2.08 | 0.02 | 0.25 | 2.41 | -0.68 | 0.68 | 1.93 | 0.53 | 0.96 | -0.43 | 0.85 | 1.43 | 4.09 | -0.42 | -0.61 | -1.09 | -1.20 | 0.20 | 0.04 | -0.30 | -0.25 | 3.16 | 1.84 | 3.44 |
| Standard Deviation(%) | NA | 33.36 | 37.13 | 47.83 | 39.30 | NA | NA | 58.99 | 32.21 | 32.37 | 44.68 | 37.62 | 77.38 | 30.02 | 33.14 | 27.81 | 28.98 | 26.51 | 24.15 | 36.20 | 41.34 | 51.29 | 36.19 | 51.81 | 67.39 | 33.59 | 30.61 | 40.78 | 33.08 | 33.41 | 51.46 | 55.38 | 45.13 | 43.82 | 56.66 | 36.58 | 33.16 | 39.97 | 41.88 | 47.43 | 81.36 | 136.53 | 200.63 | 90.65 | 53.64 | 48.68 | 42.49 | 42.69 | 46.44 | 40.18 | 55.18 | 51.68 | 73.89 |
| Draw Down(%) | NA | 28.40 | 52.99 | 63.63 | 63.63 | NA | NA | 99.57 | 3.91 | 28.40 | 48.94 | 24.42 | 63.63 | 19.93 | 24.55 | 16.97 | 22.48 | 20.06 | 24.45 | 35.12 | 17.96 | 50.43 | 35.18 | 33.86 | 51.56 | 44.96 | 40.05 | 29.28 | 23.45 | 13.27 | 42.99 | 46.76 | 16.59 | 35.67 | 43.09 | 20.25 | 16.67 | 18.75 | 40.98 | 20.45 | 36.67 | 47.06 | 93.75 | 67.86 | 61.11 | 66.41 | 40.34 | 30.43 | 40.20 | 44.81 | 33.33 | 37.50 | 22.22 |
| Yield(%) | 0.00 | 5.40 | 3.24 | 5.51 | 5.29 | 4.06 | 2.41 | 143.22 | 1.00 | 6.53 | 3.68 | 3.57 | 3.68 | 4.12 | 3.41 | 3.70 | 4.05 | 3.83 | 3.14 | 0.00 | 11.26 | 3.37 | 3.22 | 3.27 | 2.80 | 1.79 | 1.53 | 1.15 | 1.00 | 1.13 | 0.83 | 1.35 | 1.56 | 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 04/18/2024, AR inception is 03/11/1980
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MDC (MDC Holdings Inc) |
-67.07%
Oct 1987 - Oct 1990 |
-53.09%
Oct 1985 - Oct 1990 |
-19.27%
Oct 1980 - Oct 1990 |
-2.63%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MDC (MDC Holdings Inc) |
196.25%
Oct 1990 - Oct 1993 |
96.77%
Oct 1990 - Oct 1995 |
61.22%
Dec 1990 - Dec 2000 |
45.94%
Oct 1990 - Oct 2005 |
Annualized Rolling Returns Comparison Chart