Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Q (Quintiles Transnational) | NA | 34.58% | 22.84% | 19.54% | 9.34% | 6.13% | 4.56% | … | … |
Data as of 11/14/2017, Common starting date is 06/25/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Q (Quintiles Transnational) | 06/25/1997 | 11/14/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.35 | 34.58 | 22.84 | 19.54 | 9.34 | 6.13 | 4.56 | … | … | 36.07 | 10.76 | 16.63 | 27.04 | 57.08 |
| Sharpe Ratio | NA | 1.67 | 1.04 | 1.08 | 0.49 | NA | NA | … | … | 2.26 | 0.45 | 0.73 | 1.20 | 0.02 |
| Standard Deviation(%) | NA | 20.39 | 21.78 | 25.13 | 24.50 | NA | NA | … | … | 18.49 | 23.35 | 22.78 | 22.48 | 48.91 |
| Draw Down(%) | NA | 9.80 | 29.32 | 29.32 | 29.32 | NA | NA | … | … | 7.35 | 18.57 | 19.53 | 14.91 | 10.17 |
| 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 |
Data as of 11/14/2017, Common starting date is 06/25/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Q (Quintiles Transnational) |
12.64%
Feb 2014 – Feb 2017 |
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 |
|---|---|---|---|---|
| Q (Quintiles Transnational) |
22.68%
Oct 2014 – Oct 2017 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart