Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ROGEX (ROGE PARTNERS FUND ROGE PARTNERS FUND) | NA | -5.74% | -0.57% | 1.95% | 0.25% | NA | NA | … | … |
Data as of 07/22/2016, Common starting date is 04/26/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ROGEX (ROGE PARTNERS FUND ROGE PARTNERS FUND) | 04/26/2006 | 07/22/2016 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -5.74 | -0.57 | 1.95 | 0.25 | NA | NA | … | … | 0.23 | -4.42 | -1.11 | 16.27 | 11.41 | -5.53 | 15.12 | 19.73 | -41.19 | -7.03 | 9.98 |
| Sharpe Ratio | NA | -0.40 | -0.04 | 0.14 | -0.02 | NA | NA | … | … | 0.02 | -0.36 | -0.07 | 1.71 | 1.31 | -0.36 | 1.07 | 1.11 | -1.52 | -0.65 | 1.07 |
| Standard Deviation(%) | NA | 14.78 | 14.09 | 13.54 | 16.07 | NA | NA | … | … | 14.39 | 12.29 | 16.43 | 9.51 | 8.71 | 15.46 | 14.02 | 17.74 | 27.58 | 15.63 | 10.80 |
| Draw Down(%) | NA | 12.59 | 18.31 | 18.31 | 59.94 | NA | NA | … | … | 7.80 | 10.97 | 11.84 | 5.05 | 8.55 | 16.68 | 12.38 | 23.25 | 49.41 | 14.34 | 9.93 |
| Yield(%) | 0.00 | 1.60 | 4.65 | 3.24 | 1.68 | 1.05 | 0.79 | … | … | 0.00 | 1.64 | 7.96 | 4.45 | 0.63 | 0.00 | 0.00 | 0.26 | 0.01 | 0.34 | 1.11 |
Data as of 07/22/2016, Common starting date is 04/26/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ROGEX (ROGE PARTNERS FUND ROGE PARTNERS FUND) |
-15.13%
Jun 2007 – Jun 2010 |
-7.28%
May 2007 – May 2012 |
-0.60%
Jun 2006 – Jun 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ROGEX (ROGE PARTNERS FUND ROGE PARTNERS FUND) |
18.49%
Feb 2009 – Feb 2012 |
15.33%
Feb 2009 – Feb 2014 |
0.07%
May 2006 – May 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart