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
SHOR (ShoreTel Inc) NA -6.25% 3.22% 13.12% -7.30% NA NA
Data as of 09/25/2017, Common starting date is 07/05/2007
More Performance Analytics Comparison
Name Start Date End Date
SHOR (ShoreTel Inc) 07/05/2007 09/25/2017
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007
Annualized Return (%) 0.67 -6.25 3.22 13.12 -7.30 NA NA 4.90 -19.21 20.41 -20.80 118.87 -33.54 -18.31 35.12 28.73 -67.86 9.40
Sharpe Ratio NA -0.71 -0.57 -0.22 -0.43 NA NA -0.33 -1.45 0.07 -0.93 2.11 -1.09 -0.56 0.36 0.13 -0.66 -0.03
Standard Deviation(%) NA 37.67 36.00 39.50 64.00 NA NA 38.70 36.63 28.27 42.26 47.63 48.02 65.81 45.91 80.45 132.37 55.52
Draw Down(%) NA 32.34 45.78 45.78 84.17 NA NA 24.67 32.66 15.83 39.05 33.93 46.42 60.57 36.42 43.16 79.24 27.67
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
Data as of 09/25/2017, Common starting date is 07/05/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SHOR (ShoreTel Inc) -29.92%
Oct 2007 – Oct 2010
-24.61%
Oct 2007 – Oct 2012
-5.67%
Aug 2007 – Aug 2017
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SHOR (ShoreTel Inc) 33.52%
Nov 2012 – Nov 2015
17.65%
Feb 2009 – Feb 2014
-5.67%
Aug 2007 – Aug 2017
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return