Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NPWAX (Nomura Partners Global Equity Income A) | NA | -18.07% | -1.66% | 8.42% | NA | NA | NA | … | … |
Data as of 03/19/2014, Common starting date is 01/06/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NPWAX (Nomura Partners Global Equity Income A) | 01/06/2009 | 03/19/2014 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -27.16 | -18.07 | -1.66 | 8.42 | NA | NA | NA | … | … | -26.95 | 18.12 | 11.96 | 0.42 | 10.78 | 18.44 |
| Sharpe Ratio | NA | -0.37 | -0.03 | 0.17 | NA | NA | NA | … | … | -1.11 | 1.80 | 0.98 | 0.02 | 0.65 | 0.75 |
| Standard Deviation(%) | NA | 48.96 | 40.64 | 49.87 | NA | NA | NA | … | … | 69.76 | 10.03 | 12.27 | 21.50 | 16.44 | 24.63 |
| Draw Down(%) | NA | 27.37 | 27.37 | 27.37 | NA | NA | NA | … | … | 27.37 | 7.15 | 11.23 | 17.53 | 14.99 | 26.54 |
| Yield(%) | 0.00 | 8.59 | 6.41 | 7.99 | 3.39 | 2.26 | 1.70 | … | … | 0.00 | 8.88 | 3.54 | 7.07 | 6.54 | 2.63 |
Data as of 03/19/2014, Common starting date is 01/06/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NPWAX (Nomura Partners Global Equity Income A) |
7.33%
Nov 2009 – Nov 2012 |
16.65%
Feb 2009 – Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NPWAX (Nomura Partners Global Equity Income A) |
20.02%
Feb 2009 – Feb 2012 |
16.65%
Feb 2009 – Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart