Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| RST (Rosetta Stone Inc) | NA | 62.37% | 46.64% | 33.78% | -8.57% | NA | NA | -8.91% |
Data as of 10/23/2020, AR inception is 04/16/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RST (Rosetta Stone Inc) | 04/16/2009 | 10/23/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 62.37 | 46.64 | 33.78 | -8.57 | NA | NA | -8.91 | 65.33 | 10.61 | 31.52 | 39.96 | 33.18 | -31.45 | -20.13 | -0.97 | 61.73 | -64.04 | 18.22 | -28.54 |
| Sharpe Ratio | NA | 0.88 | 0.88 | 0.71 | 0.06 | NA | NA | 0.02 | 1.22 | 0.17 | 0.89 | 1.14 | 0.88 | -0.71 | -0.51 | -0.03 | 1.34 | -1.07 | 0.37 | -0.57 |
| Standard Deviation(%) | NA | 70.12 | 51.79 | 46.27 | 46.41 | NA | NA | 48.17 | 69.41 | 52.55 | 34.08 | 34.76 | 37.38 | 44.41 | 39.52 | 38.38 | 46.37 | 59.87 | 49.54 | 65.87 |
| Draw Down(%) | NA | 49.61 | 60.27 | 60.27 | 73.92 | NA | NA | 79.85 | 48.50 | 45.54 | 27.50 | 27.01 | 24.97 | 38.12 | 38.95 | 36.90 | 26.00 | 68.98 | 37.87 | 47.74 |
| 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 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 10/23/2020, AR inception is 04/16/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RST (Rosetta Stone Inc) |
-45.31%
Mar 2013 - Mar 2016 |
-38.88%
Oct 2010 - Oct 2015 |
-15.91%
Mar 2010 - Mar 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RST (Rosetta Stone Inc) |
48.91%
Aug 2017 - Aug 2020 |
34.94%
Sep 2015 - Sep 2020 |
-6.08%
Aug 2010 - Aug 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart