Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| POPE (Pope Resources A Delaware Limited Partnership) | NA | 46.53% | 11.60% | 8.69% | 13.35% | 7.38% | 8.27% | … | … |
Data as of 05/08/2020, Common starting date is 07/25/1991
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| POPE (Pope Resources A Delaware Limited Partnership) | 07/25/1991 | 05/08/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.02 | 46.53 | 11.60 | 8.69 | 13.35 | 7.38 | 8.27 | … | … | 5.95 | 41.22 | -6.08 | 5.15 | 3.51 | 0.69 | -5.03 | 20.33 | 29.52 | 16.82 | 49.59 | 23.00 | -53.22 | 24.56 | 10.64 | 24.08 | 62.02 | 52.62 | -31.46 | -39.80 | -16.24 | -10.00 | 8.33 | 50.00 | -3.85 | 23.81 | 13.51 | 52.58 | 51.56 | -2.29 |
| Sharpe Ratio | NA | 0.46 | -0.29 | -0.46 | -0.26 | NA | NA | … | … | 0.03 | 0.61 | -1.50 | -0.77 | -0.99 | -0.66 | -1.26 | 0.09 | 0.49 | -0.05 | 0.93 | 0.09 | -1.76 | 0.07 | -0.50 | 0.08 | 1.02 | 0.53 | -0.93 | -1.40 | -1.47 | 0.42 | 1.11 | 0.08 | -0.05 | -1.56 | 0.39 | 0.96 | 1.13 | -0.24 |
| Standard Deviation(%) | NA | 52.34 | 34.09 | 31.95 | 29.64 | NA | NA | … | … | 76.99 | 29.44 | 18.45 | 18.39 | 30.69 | 27.08 | 18.65 | 20.72 | 22.70 | 37.15 | 33.28 | 50.74 | 41.20 | 37.90 | 23.68 | 37.37 | 41.72 | 62.46 | 55.29 | 44.19 | 57.72 | 35.47 | 37.50 | 42.82 | 35.23 | 24.57 | 39.32 | 54.25 | 45.13 | 21.71 |
| Draw Down(%) | NA | 42.27 | 42.27 | 42.27 | 42.27 | NA | NA | … | … | 42.27 | 12.13 | 13.28 | 10.32 | 21.20 | 16.97 | 11.18 | 12.74 | 11.90 | 21.53 | 15.20 | 28.12 | 64.21 | 21.29 | 14.62 | 26.32 | 21.46 | 27.42 | 40.00 | 42.86 | 39.32 | 16.43 | 19.17 | 14.98 | 31.30 | 9.23 | 19.51 | 25.71 | 14.58 | 17.95 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 05/08/2020, Common starting date is 07/25/1991
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| POPE (Pope Resources A Delaware Limited Partnership) |
-31.86%
Nov 1999 – Nov 2002 |
-19.55%
Dec 1997 – Dec 2002 |
-5.51%
Feb 1999 – Feb 2009 |
-0.30%
Feb 1994 – Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| POPE (Pope Resources A Delaware Limited Partnership) |
52.16%
Apr 2003 – Apr 2006 |
35.53%
Nov 2002 – Nov 2007 |
20.56%
Apr 2003 – Apr 2013 |
14.39%
Nov 2002 – Nov 2017 |
Annualized Rolling Returns Comparison Chart