Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SPARX (Hennessy Select SPARX Japan Instl) | NA | 9.43% | 10.43% | -0.54% | NA | NA | NA | … | … |
Data as of 10/26/2012, Common starting date is 04/25/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SPARX (Hennessy Select SPARX Japan Instl) | 04/25/2005 | 10/26/2012 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.77 | 9.43 | 10.43 | -0.54 | NA | NA | NA | … | … | 12.57 | -0.57 | 20.69 | 9.86 | -27.49 | -14.19 | -12.83 | 39.69 |
| Sharpe Ratio | NA | 0.64 | 0.55 | -0.04 | NA | NA | NA | … | … | 1.21 | -0.02 | 1.37 | 0.50 | -0.80 | -0.88 | -0.81 | 5.42 |
| Standard Deviation(%) | NA | 14.66 | 18.72 | 23.39 | NA | NA | NA | … | … | 12.66 | 26.73 | 15.06 | 19.70 | 35.37 | 19.58 | 19.91 | 11.05 |
| Draw Down(%) | NA | 9.93 | 16.08 | 49.56 | NA | NA | NA | … | … | 9.93 | 16.08 | 11.40 | 21.79 | 45.96 | 18.79 | 22.22 | 3.54 |
| Yield(%) | 0.00 | 0.00 | 0.07 | 0.07 | 0.04 | 0.03 | 0.02 | … | … | 0.00 | 0.00 | 0.00 | 0.23 | 0.24 | 0.00 | 0.00 | 0.00 |
Data as of 10/26/2012, Common starting date is 04/25/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SPARX (Hennessy Select SPARX Japan Instl) |
-23.34%
Feb 2006 – Feb 2009 |
-7.01%
Nov 2005 – Nov 2010 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SPARX (Hennessy Select SPARX Japan Instl) |
20.82%
Feb 2009 – Feb 2012 |
-0.58%
Aug 2007 – Aug 2012 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart