Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
SAAS (Incontact Inc) NA 300.00% -72.08% -49.13% -25.89% NA NA
Data as of 01/23/2018, Common starting date is 07/17/2003
More Performance Analytics Comparison
Name Start Date End Date
SAAS (Incontact Inc) 07/17/2003 01/23/2018
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003
Annualized Return (%) 0.00 300.00 -72.08 -49.13 -25.89 NA NA 344.44 -99.68 46.65 8.53 12.55 50.77 16.93 35.06 11.95 128.91 -71.56 57.89 61.02 -41.97 0.00 41.86
Sharpe Ratio NA -0.05 -0.22 -0.24 -0.22 NA NA NA -0.05 0.40 -0.18 -0.14 0.75 -0.03 0.30 -0.14 1.44 -0.90 0.81 0.89 -1.30 -0.36 1.40
Standard Deviation(%) NA 2,620.92 431.37 301.14 205.47 NA NA 0.00 2,583.23 54.55 56.62 43.92 42.77 47.90 55.38 45.90 76.73 100.89 44.67 43.48 48.31 54.42 66.34
Draw Down(%) NA 99.75 99.75 99.75 99.75 NA NA 0.00 99.75 22.01 46.81 28.50 27.65 26.04 42.78 39.60 43.78 80.27 27.56 16.00 44.26 43.58 18.45
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 0.00 0.00 0.00
Data as of 01/23/2018, Common starting date is 07/17/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SAAS (Incontact Inc) -83.42%
Sep 2014 – Sep 2017
-61.93%
Sep 2012 – Sep 2017
-35.02%
Sep 2007 – Sep 2017
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SAAS (Incontact Inc) 58.74%
Nov 2008 – Nov 2011
46.80%
Nov 2008 – Nov 2013
19.52%
Sep 2006 – Sep 2016
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return