Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PVALX (THE PROFIT FUND THE PROFIT FUND) | NA | 7.02% | 5.58% | 12.82% | 6.24% | 6.70% | NA | … | … |
Data as of 09/28/2016, Common starting date is 12/17/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PVALX (THE PROFIT FUND THE PROFIT FUND) | 12/17/1997 | 09/28/2016 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 7.02 | 5.58 | 12.82 | 6.24 | 6.70 | NA | … | … | 1.26 | -6.85 | 14.31 | 31.89 | 17.27 | 0.79 | 10.50 | 33.04 | -34.89 | 8.93 | 9.83 | 3.12 | 13.03 | 34.92 | -24.69 | -10.56 | -4.28 | 28.45 | 31.67 | 0.14 |
| Sharpe Ratio | NA | 0.44 | 0.37 | 0.86 | 0.28 | NA | NA | … | … | 0.10 | -0.43 | 1.11 | 2.82 | 1.24 | 0.03 | 0.61 | 1.30 | -0.92 | 0.38 | 0.58 | 0.09 | 1.04 | 1.95 | -1.03 | -0.52 | -0.34 | 1.23 | 1.26 | 0.03 |
| Standard Deviation(%) | NA | 15.47 | 14.47 | 14.78 | 20.45 | NA | NA | … | … | 15.43 | 16.10 | 12.83 | 11.30 | 14.02 | 23.09 | 17.04 | 25.27 | 38.98 | 15.60 | 11.30 | 11.12 | 11.65 | 17.53 | 25.09 | 25.21 | 24.65 | 20.55 | 22.51 | 15.39 |
| Draw Down(%) | NA | 16.28 | 20.88 | 20.88 | 50.24 | NA | NA | … | … | 13.09 | 13.35 | 9.07 | 6.05 | 11.29 | 19.28 | 15.66 | 22.59 | 45.15 | 9.62 | 9.00 | 8.11 | 8.24 | 13.02 | 33.74 | 34.74 | 20.51 | 12.53 | 21.77 | 2.82 |
| Yield(%) | 0.00 | 43.88 | 23.02 | 21.64 | 10.78 | 10.35 | 9.55 | … | … | 36.29 | 8.24 | 27.12 | 8.04 | 5.94 | 0.13 | 0.00 | 0.00 | 2.60 | 12.45 | 3.42 | 2.64 | 0.00 | 0.00 | 0.00 | 0.00 | 2.98 | 5.98 | 0.17 | 0.70 |
Data as of 09/28/2016, Common starting date is 12/17/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PVALX (THE PROFIT FUND THE PROFIT FUND) |
-16.44%
Mar 2000 – Mar 2003 |
-5.39%
Feb 2004 – Feb 2009 |
-1.77%
Mar 1999 – Mar 2009 |
3.58%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PVALX (THE PROFIT FUND THE PROFIT FUND) |
24.08%
Feb 2009 – Feb 2012 |
21.80%
Feb 2009 – Feb 2014 |
8.94%
Mar 2003 – Mar 2013 |
7.59%
Aug 1998 – Aug 2013 |
Annualized Rolling Returns Comparison Chart