Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RSCIX (Roxbury Small Cap Growth Instl) | NA | 18.50% | 22.54% | 17.00% | 10.65% | NA | NA | … | … |
Data as of 04/09/2015, Common starting date is 04/07/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RSCIX (Roxbury Small Cap Growth Instl) | 04/07/2003 | 04/09/2015 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.36 | 18.50 | 22.54 | 17.00 | 10.65 | NA | NA | … | … | 8.47 | 8.56 | 43.94 | 23.06 | -5.24 | 24.58 | 42.42 | -39.86 | -0.22 | 12.01 | 7.67 | 7.53 | 55.61 |
| Sharpe Ratio | NA | 1.07 | 1.34 | 0.76 | 0.40 | NA | NA | … | … | 2.15 | 0.48 | 3.01 | 1.34 | -0.16 | 1.03 | 1.43 | -1.03 | -0.19 | 0.52 | 0.37 | 0.37 | 4.04 |
| Standard Deviation(%) | NA | 17.22 | 16.74 | 22.39 | 24.25 | NA | NA | … | … | 16.65 | 17.90 | 14.60 | 17.35 | 32.85 | 23.76 | 29.52 | 39.35 | 17.62 | 16.82 | 14.97 | 17.85 | 20.13 |
| Draw Down(%) | NA | 11.75 | 11.90 | 31.03 | 58.34 | NA | NA | … | … | 4.43 | 11.90 | 5.16 | 13.04 | 31.03 | 18.76 | 24.17 | 51.26 | 14.43 | 19.19 | 13.33 | 20.95 | 8.38 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 2.99 | 3.24 | 2.43 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.03 | 16.05 | 8.63 | 0.37 | 2.15 | 0.00 |
Data as of 04/09/2015, Common starting date is 04/07/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RSCIX (Roxbury Small Cap Growth Instl) |
-19.18%
Feb 2006 – Feb 2009 |
-8.32%
Feb 2004 – Feb 2009 |
8.06%
Nov 2003 – Nov 2013 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RSCIX (Roxbury Small Cap Growth Instl) |
30.58%
Feb 2009 – Feb 2012 |
28.31%
Feb 2009 – Feb 2014 |
10.37%
Mar 2005 – Mar 2015 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart