Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| EXCLUSIVE RESORTS LLC 401K PLAN Strategic Asset Allocation - Equal Weight Moderate | NA | 5.32% | 5.81% | 13.69% | 7.31% | NA | NA | 7.90% |
Data as of 03/31/2014, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EXCLUSIVE RESORTS LLC 401K PLAN Strategic Asset Allocation - Equal Weight Moderate | 12/31/2000 | 05/30/2014 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.19 | 5.32 | 5.81 | 13.69 | 7.31 | NA | NA | 7.90 | 1.76 | 7.82 | 12.59 | -0.71 | 14.12 | 25.26 | -17.77 | 4.75 | 14.64 | 8.69 | 12.65 | 19.77 | 1.05 | 5.53 |
| Sharpe Ratio | NA | 0.62 | 0.60 | 1.12 | 0.55 | NA | NA | 0.60 | 0.27 | 1.19 | 2.00 | -0.06 | 1.36 | 1.27 | -0.83 | 0.18 | 1.67 | 1.11 | 1.71 | 3.63 | -0.01 | 0.52 |
| Standard Deviation(%) | NA | 7.04 | 9.17 | 9.56 | 12.13 | NA | NA | 10.96 | 6.54 | 6.55 | 6.26 | 13.15 | 10.29 | 19.76 | 22.54 | 9.57 | 6.78 | 5.88 | 6.86 | 5.26 | 6.77 | 6.17 |
| Draw Down(%) | NA | 4.92 | 13.10 | 13.33 | 34.21 | NA | NA | 34.21 | 3.27 | 6.96 | 4.97 | 13.33 | 6.80 | 18.99 | 33.52 | 7.29 | 5.84 | 3.66 | 6.99 | 3.34 | 9.72 | 6.62 |
| Yield(%) | NA | 6.77 | 4.42 | 4.19 | 4.76 | NA | NA | 4.80 | 0.42 | 7.22 | 3.82 | 2.64 | 4.11 | 4.02 | 6.15 | 6.83 | 5.28 | 4.53 | 3.89 | 3.39 | 4.75 | 5.40 |
Data as of 03/31/2014, AR inception is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EXCLUSIVE RESORTS LLC 401K PLAN Strategic Asset Allocation - Equal Weight Moderate |
-5.87%
Feb 2006 - Feb 2009 |
0.44%
Feb 2004 - Feb 2009 |
7.20%
Jan 2004 - Jan 2014 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EXCLUSIVE RESORTS LLC 401K PLAN Strategic Asset Allocation - Equal Weight Moderate |
20.01%
Feb 2009 - Feb 2012 |
14.77%
Feb 2009 - Feb 2014 |
9.16%
Mar 2003 - Mar 2013 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart