Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NCIPX (NEW CENTURY BALANCED PORTFOLIO NEW CENTURY BALANCED PORTFOLIO) | NA | 9.64% | 3.94% | 6.60% | 3.94% | 6.59% | 4.50% | … | … |
Data as of 09/29/2017, Common starting date is 01/31/1989
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NCIPX (NEW CENTURY BALANCED PORTFOLIO NEW CENTURY BALANCED 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 (%) | 0.00 | 9.64 | 3.94 | 6.60 | 3.94 | 6.59 | 4.50 | … | … | 2.72 | 12.68 | -3.91 | 5.12 | 16.85 | 9.54 | 1.01 | 9.44 | 19.62 | -30.75 | 12.46 | 13.51 | 5.27 | 10.31 | 22.47 | -13.74 | -3.97 | -3.66 | 18.35 | 3.44 | 6.47 | 5.41 | 16.19 | -6.35 | 15.32 | -5.98 | 22.34 | -0.73 | 9.81 |
| Sharpe Ratio | NA | 1.01 | 0.39 | 0.75 | 0.29 | NA | NA | … | … | 0.39 | 1.19 | -0.40 | 0.66 | 2.28 | 1.16 | 0.06 | 0.78 | 1.48 | -1.43 | 0.69 | 1.17 | 0.39 | 1.08 | 2.16 | -1.19 | -0.63 | -0.44 | 1.30 | 0.00 | 0.21 | 0.19 | 1.51 | -0.94 | 2.55 | -0.78 | 2.21 | -0.79 | 0.97 |
| Standard Deviation(%) | NA | 9.02 | 9.55 | 8.70 | 12.57 | NA | NA | … | … | 7.95 | 10.45 | 9.74 | 7.77 | 7.39 | 8.26 | 15.41 | 11.95 | 13.18 | 22.04 | 13.47 | 8.64 | 7.70 | 8.61 | 10.05 | 12.47 | 10.44 | 17.79 | 11.54 | 14.00 | 13.38 | 9.32 | 8.11 | 10.06 | 5.13 | 10.76 | 8.31 | 7.88 | 4.97 |
| Draw Down(%) | NA | 5.33 | 15.55 | 15.55 | 40.90 | NA | NA | … | … | 5.33 | 8.60 | 11.06 | 6.12 | 5.16 | 7.15 | 14.95 | 10.07 | 14.89 | 39.34 | 7.88 | 8.02 | 5.78 | 8.23 | 7.65 | 21.35 | 16.00 | 14.92 | 7.14 | 15.09 | 10.33 | 8.42 | 5.82 | 9.85 | 3.17 | 8.57 | 4.62 | 12.34 | 3.85 |
| Yield(%) | 0.00 | 32.22 | 14.17 | 11.39 | 6.51 | 7.80 | 5.44 | … | … | 28.08 | 5.58 | 6.67 | 8.41 | 7.57 | 1.33 | 1.28 | 1.59 | 1.51 | 1.52 | 7.76 | 2.80 | 1.62 | 1.53 | 1.52 | 1.73 | 0.91 | 6.40 | 9.23 | 9.93 | 0.00 | 2.55 | 3.41 | 3.46 | 1.97 | 3.16 | 3.88 | 4.29 | 5.20 |
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 |
|---|---|---|---|---|
| NCIPX (NEW CENTURY BALANCED PORTFOLIO NEW CENTURY BALANCED PORTFOLIO) |
-9.47%
Mar 2000 – Mar 2003 |
-2.02%
Feb 2004 – Feb 2009 |
0.60%
Mar 1999 – Mar 2009 |
2.22%
Feb 1994 – Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NCIPX (NEW CENTURY BALANCED PORTFOLIO NEW CENTURY BALANCED PORTFOLIO) |
15.71%
Feb 2009 – Feb 2012 |
13.96%
Feb 2009 – Feb 2014 |
8.03%
Aug 1990 – Aug 2000 |
6.29%
Dec 1992 – Dec 2007 |
Annualized Rolling Returns Comparison Chart