Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TSCEX (TURNER SMALL CAP GROWTH FUND INVESTOR) | NA | 16.93% | 3.18% | 9.78% | 4.92% | 9.96% | 7.10% | … | … |
Data as of 10/31/2017, Common starting date is 06/28/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TSCEX (TURNER SMALL CAP GROWTH FUND INVESTOR) | 06/28/1996 | 10/31/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 16.93 | 3.18 | 9.78 | 4.92 | 9.96 | 7.10 | … | … | 9.94 | -0.56 | 3.74 | -3.29 | 41.02 | 12.38 | -5.05 | 28.87 | 36.86 | -41.56 | 14.29 | 13.36 | 5.84 | 11.90 | 59.89 | -32.73 | -18.84 | -14.79 | 85.47 | 8.53 | 14.91 | -0.61 |
| Sharpe Ratio | NA | 1.26 | 0.15 | 0.51 | 0.18 | NA | NA | … | … | 0.93 | -0.03 | 0.18 | -0.16 | 2.63 | 0.65 | -0.14 | 1.11 | 1.15 | -1.01 | 0.56 | 0.52 | 0.21 | 0.55 | 2.59 | -1.14 | -0.63 | -0.41 | 3.43 | 0.20 | -2.13 | -0.25 |
| Standard Deviation(%) | NA | 13.03 | 19.18 | 18.80 | 26.23 | NA | NA | … | … | 12.30 | 22.29 | 20.22 | 21.19 | 15.58 | 19.04 | 35.17 | 25.98 | 31.86 | 41.79 | 20.13 | 19.42 | 17.11 | 20.08 | 22.85 | 29.75 | 33.87 | 46.37 | 24.01 | 26.56 | 18.83 | 18.68 |
| Draw Down(%) | NA | 5.26 | 35.90 | 35.90 | 57.14 | NA | NA | … | … | 5.26 | 24.29 | 17.72 | 16.00 | 6.59 | 14.21 | 33.32 | 20.00 | 25.49 | 52.87 | 10.97 | 20.64 | 13.98 | 19.78 | 14.31 | 44.09 | 40.00 | 47.82 | 13.16 | 43.22 | 21.61 | 15.69 |
| Yield(%) | 0.00 | 2.67 | 22.04 | 20.68 | 10.49 | 17.90 | 10.95 | … | … | 0.00 | 2.57 | 30.05 | 52.48 | 23.03 | 7.73 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.31 | 0.38 | 0.00 | 25.43 | 27.29 | 0.00 | 2.20 | 2.28 |
Data as of 10/31/2017, Common starting date is 06/28/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TSCEX (TURNER SMALL CAP GROWTH FUND INVESTOR) |
-30.17%
Feb 2000 – Feb 2003 |
-9.24%
Feb 2000 – Feb 2005 |
-3.66%
Feb 2000 – Feb 2010 |
2.20%
Feb 2000 – Feb 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TSCEX (TURNER SMALL CAP GROWTH FUND INVESTOR) |
48.44%
Feb 1997 – Feb 2000 |
26.33%
Feb 2009 – Feb 2014 |
12.02%
Mar 2003 – Mar 2013 |
10.47%
Sep 2002 – Sep 2017 |
Annualized Rolling Returns Comparison Chart