Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 10/23/2014.
Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
---|---|---|---|---|---|---|---|---|
TBTBX (Turner All Cap Growth Investor) | NA | 12.12% | 10.67% | 14.69% | 9.73% | NA | NA | 0.15% |
More Performance Analytics Comparison
Name | Start Date | End Date |
---|---|---|
TBTBX (Turner All Cap Growth Investor) | 10/04/2000 | 10/23/2014 |
The return data shown below all have the same latest date: 10/23/2014.
AR inception is since 10/04/2000.
AR inception is since 10/04/2000.
Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return (%) | 0.00 | 12.12 | 10.67 | 14.69 | 9.73 | NA | NA | 0.15 | 6.24 | 32.93 | 2.35 | -7.28 | 39.30 | 62.76 | -56.11 | 30.00 | 9.32 | 11.27 | 11.58 | 92.69 | -47.15 | -38.42 | -30.76 |
Sharpe Ratio | NA | 0.76 | 0.62 | 0.62 | 0.32 | NA | NA | -0.03 | 0.47 | 2.09 | 0.11 | -0.22 | 1.49 | 1.81 | -1.23 | 1.26 | 0.29 | 0.50 | 0.41 | 2.78 | -1.07 | -0.68 | -0.98 |
Standard Deviation(%) | NA | 15.89 | 19.17 | 23.64 | 27.37 | NA | NA | 34.27 | 16.24 | 15.76 | 20.43 | 32.73 | 26.38 | 34.64 | 46.37 | 21.50 | 21.06 | 18.05 | 25.82 | 33.05 | 44.95 | 61.04 | 84.65 |
Draw Down(%) | NA | 13.41 | 19.62 | 25.71 | 66.91 | NA | NA | 82.02 | 13.41 | 7.70 | 19.62 | 25.71 | 17.62 | 23.75 | 64.71 | 12.20 | 25.43 | 17.17 | 34.57 | 20.83 | 60.74 | 64.19 | 39.95 |
Yield(%) | 0.00 | 0.00 | 0.11 | 0.11 | 0.07 | 0.02 | 0.01 | 0.02 | 0.00 | 0.00 | 0.34 | 0.00 | 0.00 | 0.12 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
TBTBX (Turner All Cap Growth Investor) |
-20.86%
Feb 2006 - Feb 2009 |
-9.22%
Feb 2004 - Feb 2009 |
0.47%
Jan 2001 - Jan 2011 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
TBTBX (Turner All Cap Growth Investor) |
39.58%
Mar 2003 - Mar 2006 |
30.89%
Sep 2002 - Sep 2007 |
14.76%
Sep 2002 - Sep 2012 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart