Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RIMQX (Rochdale Mid/Small Growth) | NA | -38.05% | 0.21% | -10.04% | -1.00% | NA | NA | … | … |
Data as of 02/22/2012, Common starting date is 03/26/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RIMQX (Rochdale Mid/Small Growth) | 03/26/2001 | 02/22/2012 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -38.05 | 0.21 | -10.04 | -1.00 | NA | NA | … | … | 0.00 | -37.63 | 23.00 | 18.65 | -37.30 | 8.12 | 2.76 | 9.32 | 16.22 | 34.01 | -20.61 | 9.51 |
| Sharpe Ratio | NA | -1.39 | -0.03 | -0.39 | -0.09 | NA | NA | … | … | 0.00 | -1.38 | 0.92 | 0.84 | -0.96 | 0.30 | -0.04 | 0.54 | 1.04 | 2.09 | -0.88 | 0.41 |
| Standard Deviation(%) | NA | 27.33 | 24.91 | 27.96 | 23.41 | NA | NA | … | … | NA | 27.28 | 25.02 | 22.11 | 39.60 | 17.10 | 14.91 | 13.37 | 14.63 | 15.95 | 24.76 | 26.06 |
| Draw Down(%) | NA | 38.69 | 39.91 | 50.87 | 50.87 | NA | NA | … | … | 0.00 | 39.91 | 21.65 | 18.53 | 50.62 | 11.34 | 14.33 | 9.46 | 12.57 | 11.44 | 31.69 | 29.81 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 2.41 | 2.87 | 1.99 | 1.49 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 12.66 | 8.05 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 02/22/2012, Common starting date is 03/26/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RIMQX (Rochdale Mid/Small Growth) |
-16.15%
Feb 2006 – Feb 2009 |
-9.51%
Jan 2007 – Jan 2012 |
-1.53%
Dec 2001 – Dec 2011 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RIMQX (Rochdale Mid/Small Growth) |
23.45%
Feb 2003 – Feb 2006 |
14.46%
Oct 2002 – Oct 2007 |
2.76%
Apr 2001 – Apr 2011 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart