Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TDUAX (TDAM U.S. Small Md Cp Eqty Fd Advsr Cl) | NA | -3.19% | 9.04% | 5.23% | NA | NA | NA | 9.41% |
Data as of 03/18/2019, AR inception is 06/05/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TDUAX (TDAM U.S. Small Md Cp Eqty Fd Advsr Cl) | 06/05/2013 | 03/18/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -3.19 | 9.04 | 5.23 | NA | NA | NA | 9.41 | 14.92 | -35.73 | 16.23 | 16.02 | -4.71 | 6.64 | 19.01 |
| Sharpe Ratio | NA | -0.37 | 0.59 | 0.33 | NA | NA | NA | 0.54 | 6.66 | -1.17 | 1.51 | 0.97 | -0.32 | 0.50 | 2.85 |
| Standard Deviation(%) | NA | 16.08 | 13.98 | 14.47 | NA | NA | NA | 14.24 | 14.20 | 31.61 | 10.41 | 16.25 | 14.99 | 13.20 | 12.38 |
| Draw Down(%) | NA | 24.03 | 24.31 | 24.31 | NA | NA | NA | 24.31 | 2.10 | 41.35 | 7.58 | 13.77 | 12.15 | 10.34 | 5.51 |
| Yield(%) | 0.00 | 20.16 | 11.25 | 7.91 | 4.86 | 3.24 | 2.43 | 9.72 | 0.00 | 19.86 | 6.80 | 0.65 | 3.86 | 5.34 | 0.95 |
Data as of 03/18/2019, AR inception is 06/05/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TDUAX (TDAM U.S. Small Md Cp Eqty Fd Advsr Cl) |
4.11%
Dec 2015 - Dec 2018 |
2.77%
Dec 2013 - Dec 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TDUAX (TDAM U.S. Small Md Cp Eqty Fd Advsr Cl) |
11.35%
Jan 2015 - Jan 2018 |
10.11%
Aug 2013 - Aug 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart