Performance Comparison
Comparison Box

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.
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