Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NCCPX (NEW CENTURY CAPITAL PORTFOLIO NEW CENTURY CAPITAL PORTFOLIO) | NA | -31.77% | -10.43% | -0.79% | -0.82% | 4.38% | 2.77% | … | … |
Data as of 09/29/2017, Common starting date is 01/31/1989
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NCCPX (NEW CENTURY CAPITAL PORTFOLIO NEW CENTURY CAPITAL PORTFOLIO) | 01/31/1989 | 09/29/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -40.25 | -31.77 | -10.43 | -0.79 | -0.82 | 4.38 | 2.77 | … | … | -37.53 | 13.64 | -1.80 | 7.79 | 27.90 | 11.00 | -1.26 | 13.92 | 29.55 | -43.14 | 15.39 | 13.57 | 8.05 | 12.68 | 29.84 | -23.86 | -13.59 | -10.64 | 34.40 | 8.62 | 38.00 | 4.01 | 16.90 | -6.00 | 13.82 | -11.61 | 34.25 | -5.15 | 8.73 |
| Sharpe Ratio | NA | -0.61 | -0.32 | -0.03 | -0.04 | NA | NA | … | … | -0.78 | 0.90 | -0.12 | 0.66 | 2.59 | 0.90 | -0.05 | 0.73 | 1.20 | -1.21 | 0.71 | 0.80 | 0.53 | 0.94 | 1.81 | -1.12 | -0.80 | -0.51 | 1.73 | 0.25 | 1.17 | 0.02 | 0.97 | -0.90 | 1.40 | -0.84 | 2.38 | -0.91 | 0.45 |
| Standard Deviation(%) | NA | 53.20 | 32.95 | 26.48 | 25.71 | NA | NA | … | … | 60.83 | 14.88 | 15.20 | 11.86 | 10.78 | 12.29 | 23.73 | 18.91 | 24.52 | 36.48 | 17.26 | 12.75 | 10.91 | 12.43 | 16.08 | 22.24 | 20.41 | 29.10 | 17.93 | 20.61 | 29.22 | 14.21 | 13.31 | 10.10 | 8.26 | 16.68 | 12.66 | 11.62 | 8.05 |
| Draw Down(%) | NA | 40.25 | 40.25 | 40.25 | 54.39 | NA | NA | … | … | 40.25 | 11.97 | 13.13 | 8.23 | 5.51 | 10.22 | 21.40 | 15.05 | 23.22 | 51.62 | 11.05 | 12.65 | 8.02 | 11.67 | 12.98 | 32.94 | 30.54 | 26.95 | 10.15 | 22.73 | 16.15 | 13.26 | 9.52 | 9.62 | 7.22 | 14.50 | 5.75 | 19.72 | 6.67 |
| Yield(%) | 0.00 | 45.63 | 19.75 | 16.86 | 8.16 | 11.24 | 7.21 | … | … | 40.63 | 7.87 | 9.23 | 13.31 | 11.09 | 5.24 | 0.55 | 0.00 | 0.27 | 0.16 | 5.60 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 7.35 | 7.89 | 11.28 | 24.98 | 0.68 | 2.65 | 1.92 | 0.00 | 1.29 | 1.13 | 1.61 | 3.90 |
Data as of 09/29/2017, Common starting date is 01/31/1989
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NCCPX (NEW CENTURY CAPITAL PORTFOLIO NEW CENTURY CAPITAL PORTFOLIO) |
-19.23%
Feb 2000 – Feb 2003 |
-5.27%
Feb 2004 – Feb 2009 |
-2.33%
Mar 1999 – Mar 2009 |
2.31%
Sep 2000 – Sep 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NCCPX (NEW CENTURY CAPITAL PORTFOLIO NEW CENTURY CAPITAL PORTFOLIO) |
29.03%
Mar 1997 – Mar 2000 |
22.67%
Feb 1995 – Feb 2000 |
13.03%
Aug 1990 – Aug 2000 |
8.04%
Dec 1992 – Dec 2007 |
Annualized Rolling Returns Comparison Chart