Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Fools 5 Stocks for the rest of 2011 | NA | 25.23% | 9.91% | NA | NA | NA | NA | 10.17% |
Data as of 08/31/2011, AR inception is 02/01/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Fools 5 Stocks for the rest of 2011 | 02/01/2008 | 11/29/2011 |
| 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 25.23 | 9.91 | NA | NA | NA | NA | 10.17 | 11.43 | 16.49 | 12.37 | -9.67 |
| Sharpe Ratio | 0.71 | 0.87 | NA | NA | NA | NA | 0.31 | 0.69 | 1.32 | 0.61 | -0.28 |
| Standard Deviation(%) | 14.63 | 17.34 | NA | NA | NA | NA | 22.86 | 15.17 | 12.40 | 19.99 | 36.79 |
| Draw Down(%) | 8.67 | 20.40 | NA | NA | NA | NA | 29.57 | 8.67 | 9.23 | 20.40 | 29.10 |
| Yield(%) | 3.30 | 5.54 | NA | NA | NA | NA | 6.75 | 2.37 | 6.84 | 6.46 | 4.57 |
Data as of 08/31/2011, AR inception is 02/01/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Fools 5 Stocks for the rest of 2011 |
6.14%
Apr 2008 - Apr 2011 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Fools 5 Stocks for the rest of 2011 |
14.43%
Oct 2008 - Oct 2011 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart