Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| STEFX (STRALEM EQUITY FUND STRALEM EQUITY FUND) | NA | 7.60% | 6.57% | 9.35% | 10.14% | 6.67% | NA | … | … |
Data as of 09/02/2020, Common starting date is 12/28/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| STEFX (STRALEM EQUITY FUND STRALEM EQUITY FUND) | 12/28/2000 | 09/02/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.41 | 7.60 | 6.57 | 9.35 | 10.14 | 6.67 | NA | … | … | -35.14 | 2.99 | -4.79 | 16.68 | 8.52 | 1.22 | 7.05 | 28.84 | 8.04 | 8.02 | 9.45 | 17.55 | -29.88 | 10.61 | 8.13 | 11.38 | 14.34 | 18.18 | -22.27 | -5.36 | -0.73 |
| Sharpe Ratio | NA | -0.69 | -0.37 | -0.13 | 0.15 | NA | NA | … | … | -0.75 | 0.05 | -0.38 | 2.67 | 0.70 | 0.08 | 0.63 | 2.77 | 0.69 | 0.41 | 0.65 | 0.77 | -0.89 | 0.53 | 0.50 | 0.82 | 1.47 | 1.32 | -1.08 | -0.41 | NA |
| Standard Deviation(%) | NA | 60.54 | 36.87 | 29.40 | 22.89 | NA | NA | … | … | 63.18 | 33.42 | 16.19 | 6.03 | 11.85 | 14.67 | 11.25 | 10.40 | 11.60 | 19.53 | 14.44 | 22.71 | 34.54 | 14.35 | 9.77 | 11.17 | 9.10 | 13.27 | 21.61 | 19.08 | 0.00 |
| Draw Down(%) | NA | 45.69 | 45.69 | 45.69 | 45.69 | NA | NA | … | … | 37.37 | 18.01 | 16.34 | 2.62 | 7.14 | 11.82 | 7.98 | 5.84 | 8.93 | 14.70 | 12.64 | 25.78 | 40.15 | 7.85 | 8.46 | 7.01 | 5.71 | 11.74 | 29.93 | 18.06 | 0.73 |
| Yield(%) | 0.00 | 48.72 | 23.06 | 19.71 | 2.28 | 1.53 | 1.25 | … | … | 33.66 | 20.05 | 23.52 | 7.27 | 16.38 | 36.02 | 15.29 | 0.89 | 3.49 | 1.37 | 1.39 | 0.00 | 0.00 | 0.08 | 0.07 | 0.02 | 0.08 | 0.08 | 0.09 | 0.07 | 0.06 |
Data as of 09/02/2020, Common starting date is 12/28/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STEFX (STRALEM EQUITY FUND STRALEM EQUITY FUND) |
-12.12%
Feb 2006 – Feb 2009 |
-3.19%
Feb 2004 – Feb 2009 |
2.38%
Jan 2001 – Jan 2011 |
4.63%
Jan 2001 – Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STEFX (STRALEM EQUITY FUND STRALEM EQUITY FUND) |
21.66%
Feb 2009 – Feb 2012 |
18.78%
Feb 2009 – Feb 2014 |
13.20%
Feb 2009 – Feb 2019 |
8.98%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart