Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MIBFX (ORION/MONETTA INTERMEDIATE BOND FUND ORION/MONETTA INTERMEDIATE BOND FUND) | NA | -4.02% | -0.85% | 1.33% | 3.49% | 3.50% | NA | … | … |
Data as of 02/23/2016, Common starting date is 06/09/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MIBFX (ORION/MONETTA INTERMEDIATE BOND FUND ORION/MONETTA INTERMEDIATE BOND FUND) | 06/09/1998 | 02/23/2016 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.10 | -4.02 | -0.85 | 1.33 | 3.49 | 3.50 | NA | … | … | -1.61 | -1.68 | 0.65 | 0.49 | 7.12 | 3.26 | 6.17 | 13.78 | -1.88 | 6.02 | 3.54 | 1.04 | 2.12 | 3.15 | 9.24 | 4.45 | 8.13 | -3.85 | 1.53 |
| Sharpe Ratio | NA | -1.77 | -0.42 | 0.65 | 0.85 | NA | NA | … | … | -5.14 | -0.75 | 0.43 | 0.25 | 4.06 | 1.20 | 1.63 | 2.85 | -0.45 | 1.20 | 0.14 | -0.49 | 0.37 | 0.66 | 2.08 | 0.53 | 1.30 | -2.02 | -0.13 |
| Standard Deviation(%) | NA | 2.30 | 1.93 | 2.00 | 3.28 | NA | NA | … | … | 2.19 | 2.28 | 1.49 | 1.83 | 1.75 | 2.69 | 3.73 | 4.81 | 6.19 | 2.54 | 1.97 | 2.31 | 3.13 | 3.71 | 3.92 | 4.08 | 3.11 | 3.51 | 3.63 |
| Draw Down(%) | NA | 4.73 | 4.73 | 4.73 | 10.43 | NA | NA | … | … | 2.01 | 3.21 | 1.72 | 2.95 | 0.76 | 3.34 | 3.38 | 4.25 | 10.43 | 1.54 | 0.80 | 1.96 | 3.53 | 4.26 | 2.30 | 5.01 | 3.76 | 4.57 | 3.66 |
| Yield(%) | 0.00 | 2.21 | 2.31 | 3.11 | 3.75 | 3.87 | 3.26 | … | … | 0.00 | 2.43 | 2.28 | 2.54 | 3.17 | 5.67 | 3.71 | 5.00 | 3.97 | 3.98 | 4.06 | 3.19 | 5.05 | 2.76 | 4.33 | 7.94 | 6.71 | 0.00 | 0.00 |
Data as of 02/23/2016, Common starting date is 06/09/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MIBFX (ORION/MONETTA INTERMEDIATE BOND FUND ORION/MONETTA INTERMEDIATE BOND FUND) |
-0.52%
Jan 2013 – Jan 2016 |
0.88%
Oct 2003 – Oct 2008 |
2.36%
Oct 1998 – Oct 2008 |
3.55%
Jan 2001 – Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MIBFX (ORION/MONETTA INTERMEDIATE BOND FUND ORION/MONETTA INTERMEDIATE BOND FUND) |
10.06%
Oct 2008 – Oct 2011 |
7.61%
Oct 2008 – Oct 2013 |
5.27%
Apr 2000 – Apr 2010 |
4.55%
Apr 2000 – Apr 2015 |
Annualized Rolling Returns Comparison Chart