Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ROFO (Rockford Corporation) | NA | 89.75% | 33.36% | 27.40% | 27.93% | 21.66% | 8.77% | … | … |
Data as of 03/18/2022, Common starting date is 04/24/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ROFO (Rockford Corporation) | 04/24/2000 | 03/18/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 89.75 | 33.36 | 27.40 | 27.93 | 21.66 | 8.77 | … | … | 60.00 | 28.04 | 1.14 | 9.09 | 3.77 | 23.78 | 13.92 | 0.64 | -4.85 | 32.00 | 108.33 | 100.00 | 284.62 | -39.06 | -66.84 | -22.49 | -23.15 | 60.40 | -61.15 | -11.71 | -31.35 | 71.60 | -56.52 |
| Sharpe Ratio | NA | 1.11 | 0.45 | 0.39 | 0.50 | NA | NA | … | … | 9.41 | 0.51 | 0.01 | -0.19 | -0.42 | 0.11 | -0.55 | -0.66 | -0.65 | 0.54 | 1.64 | 0.99 | 2.27 | -0.30 | -0.55 | -0.90 | -0.96 | 0.62 | -1.35 | -0.81 | -1.25 | 1.05 | -1.00 |
| Standard Deviation(%) | NA | 79.94 | 69.93 | 65.09 | 52.51 | NA | NA | … | … | 88.69 | 86.30 | 73.23 | 73.87 | 42.23 | 42.74 | 36.52 | 26.94 | 35.97 | 24.81 | 55.49 | 82.57 | 117.16 | 195.46 | 156.38 | 49.45 | 47.62 | 63.55 | 59.60 | 38.17 | 40.84 | 49.28 | 94.87 |
| Draw Down(%) | NA | 38.03 | 38.03 | 43.17 | 43.17 | NA | NA | … | … | 0.00 | 30.01 | 34.07 | 33.27 | 17.18 | 21.98 | 15.17 | 12.71 | 22.16 | 10.00 | 25.83 | 30.88 | 50.00 | 71.88 | 78.76 | 38.65 | 62.53 | 30.26 | 71.01 | 29.06 | 48.00 | 24.24 | 68.81 |
| Yield(%) | 0.00 | 13.21 | 14.87 | 13.94 | 24.61 | 26.46 | 5.63 | … | … | 0.00 | 15.63 | 20.83 | 6.82 | 9.43 | 11.68 | 15.82 | 6.37 | 12.12 | 0.00 | 0.00 | 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 03/18/2022, Common starting date is 04/24/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ROFO (Rockford Corporation) |
-63.45%
Jul 2006 – Jul 2009 |
-46.54%
Jul 2004 – Jul 2009 |
-20.12%
May 2000 – May 2010 |
-1.83%
May 2000 – May 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ROFO (Rockford Corporation) |
187.18%
Jul 2009 – Jul 2012 |
113.35%
Jul 2009 – Jul 2014 |
60.79%
Jul 2009 – Jul 2019 |
20.92%
Nov 2006 – Nov 2021 |
Annualized Rolling Returns Comparison Chart