Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| OIBHX (Old Mutual Barrow Hanley Value Instl) | NA | 5.95% | 19.39% | -0.38% | NA | NA | NA | 0.23% |
Data as of 04/13/2012, AR inception is 12/28/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OIBHX (Old Mutual Barrow Hanley Value Instl) | 12/28/2006 | 04/13/2012 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.00 | 5.95 | 19.39 | -0.38 | NA | NA | NA | 0.23 | 7.47 | 4.57 | 10.20 | 26.84 | -36.24 | 1.46 | -0.46 |
| Sharpe Ratio | NA | 0.26 | 0.96 | -0.04 | NA | NA | NA | -0.02 | 2.53 | 0.20 | 0.55 | 0.99 | -0.97 | -0.07 | NA |
| Standard Deviation(%) | NA | 22.40 | 20.10 | 26.80 | NA | NA | NA | 26.01 | 11.47 | 22.55 | 18.31 | 27.03 | 38.04 | 22.09 | 0.00 |
| Draw Down(%) | NA | 18.96 | 18.96 | 59.07 | NA | NA | NA | 59.07 | 4.72 | 18.96 | 17.11 | 29.25 | 47.22 | 12.90 | 0.46 |
| Yield(%) | 0.00 | 1.86 | 2.68 | 4.07 | 2.10 | 1.40 | 1.05 | 4.19 | 0.00 | 1.96 | 1.81 | 2.41 | 1.73 | 15.57 | 0.00 |
Data as of 04/13/2012, AR inception is 12/28/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OIBHX (Old Mutual Barrow Hanley Value Instl) |
-11.11%
Jun 2007 - Jun 2010 |
-0.94%
Jan 2007 - Jan 2012 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OIBHX (Old Mutual Barrow Hanley Value Instl) |
25.22%
Feb 2009 - Feb 2012 |
0.73%
Mar 2007 - Mar 2012 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart