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
TSS (Total System Services Inc) NA 37.99% 42.87% 34.36% 25.17% 13.07% 12.47%
Data as of 09/17/2019, Common starting date is 08/10/1983
More Performance Analytics Comparison
Name Start Date End Date
TSS (Total System Services Inc) 08/10/1983 09/17/2019
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997 1996 1995 1994 1993 1992 1991 1990 1989 1988 1987 1986 1985 1984 1983
Annualized Return (%) -0.23 37.99 42.87 34.36 25.17 13.07 12.47 64.50 3.38 62.47 -0.73 47.95 3.36 57.72 11.41 29.35 -9.26 25.72 -49.25 7.14 35.03 -17.79 -21.47 131.40 -36.01 -5.02 37.54 -30.59 42.42 -7.91 76.23 78.10 30.48 82.61 13.30 -21.92 20.37 24.14 17.57 -21.28 64.91 222.64 28.23 0.00
Sharpe Ratio NA 1.31 1.85 1.40 1.08 NA NA 3.74 0.09 3.56 -0.03 2.02 0.19 3.20 0.68 1.09 -0.36 0.82 -0.99 0.13 1.37 -0.73 -0.61 4.43 -0.84 -0.18 0.86 -0.99 1.01 -0.27 2.02 2.31 0.87 2.52 0.61 -1.48 0.80 0.49 0.26 -0.43 0.87 3.57 0.64 -0.42
Standard Deviation(%) NA 27.76 22.34 24.11 22.98 NA NA 26.72 23.35 17.44 29.52 23.71 17.70 18.01 16.95 26.92 26.30 31.43 50.42 30.91 23.30 27.24 36.65 29.50 44.33 41.52 38.82 34.17 38.78 41.65 35.57 32.10 31.54 31.85 17.78 17.33 18.84 37.77 48.72 58.22 69.84 60.86 33.35 14.73
Draw Down(%) NA 23.40 23.79 32.54 32.54 NA NA 10.09 23.79 6.97 23.78 12.36 13.73 8.91 12.28 14.18 20.51 23.28 60.50 25.16 12.70 24.79 36.65 13.27 59.66 45.80 24.66 44.93 37.37 46.73 24.42 25.00 30.97 19.85 19.91 23.46 15.07 21.59 21.18 51.11 43.86 20.69 21.62 9.52
Yield(%) 0.10 0.67 1.12 1.44 2.54 1.40 1.84 0.48 0.66 0.89 0.83 1.17 1.22 1.79 2.01 1.97 1.63 1.88 1.04 1.08 1.39 0.90 0.46 0.57 0.32 0.34 0.29 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 09/17/2019, Common starting date is 08/10/1983
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
TSS (Total System Services Inc) -22.77%
May 2007 – May 2010
-13.87%
Dec 2003 – Dec 2008
-6.12%
Jan 1999 – Jan 2009
0.61%
Sep 1996 – Sep 2011
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
TSS (Total System Services Inc) 110.12%
Feb 1984 – Feb 1987
55.57%
Feb 1992 – Feb 1997
33.68%
Oct 1983 – Oct 1993
34.13%
Dec 1983 – Dec 1998
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return