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
SYKE (Sykes Enterprises Incorporated) NA 58.03% 21.98% 13.12% 13.35% 7.04% 9.62%
Data as of 08/27/2021, Common starting date is 04/30/1996
More Performance Analytics Comparison
Name Start Date End Date
SYKE (Sykes Enterprises Incorporated) 04/30/1996 08/27/2021
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997 1996
Annualized Return (%) 0.26 58.03 21.98 13.12 13.35 7.04 9.62 43.35 1.84 49.58 -21.37 8.97 -6.24 31.15 7.61 43.30 -2.81 -22.70 -20.46 33.21 6.22 2.04 31.94 92.37 -19.09 161.89 -64.88 110.48 -89.89 43.85 56.41 -22.00 58.45
Sharpe Ratio NA 1.63 0.54 0.35 0.42 NA NA 1.87 0.03 0.99 -1.54 -0.34 -1.76 0.53 -0.45 1.00 -0.63 -0.80 -0.92 0.36 -0.24 -0.49 0.22 1.61 -0.67 2.29 -1.00 0.96 -1.23 1.12 1.46 -1.01 1.57
Standard Deviation(%) NA 35.58 39.56 34.75 32.29 NA NA 39.12 49.95 26.70 27.93 30.04 22.85 23.70 24.05 24.83 34.36 51.42 42.31 40.85 55.76 40.99 44.68 44.26 57.73 62.20 84.58 95.50 129.33 61.47 61.32 67.47 63.28
Draw Down(%) NA 11.42 40.49 40.49 40.49 NA NA 11.42 38.79 20.39 28.32 24.62 17.13 8.26 11.75 11.86 28.08 46.88 55.39 30.22 42.14 24.10 21.93 17.63 54.79 22.79 73.85 57.73 93.27 36.56 47.10 44.13 29.33
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 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 08/27/2021, Common starting date is 04/30/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SYKE (Sykes Enterprises Incorporated) -57.87%
Dec 1999 – Dec 2002
-35.04%
Sep 1996 – Sep 2001
-10.55%
Jun 1996 – Jun 2006
-7.51%
Sep 1996 – Sep 2011
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SYKE (Sykes Enterprises Incorporated) 66.31%
Nov 2002 – Nov 2005
43.82%
Nov 2002 – Nov 2007
18.10%
Jan 2003 – Jan 2013
17.05%
Nov 2002 – Nov 2017
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return