Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TYW (Ts&W / Claymore Tax-Advantaged Balanced Fund) | NA | -7.43% | 16.45% | 0.09% | NA | NA | NA | 2.72% |
Data as of 06/21/2012, AR inception is 04/28/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TYW (Ts&W / Claymore Tax-Advantaged Balanced Fund) | 04/28/2004 | 06/21/2012 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -7.43 | 16.45 | 0.09 | NA | NA | NA | 2.72 | -13.49 | 19.19 | 18.95 | 59.27 | -43.65 | -9.61 | 26.18 | 4.95 | -5.93 |
| Sharpe Ratio | NA | -0.38 | 0.95 | -0.02 | NA | NA | NA | 0.06 | -1.36 | 1.50 | 1.51 | 1.87 | -1.09 | -0.93 | 2.01 | 0.23 | -0.74 |
| Standard Deviation(%) | NA | 19.60 | 16.35 | 26.99 | NA | NA | NA | 21.74 | 19.45 | 12.77 | 12.51 | 31.72 | 40.91 | 13.59 | 11.43 | 12.11 | 13.05 |
| Draw Down(%) | NA | 13.49 | 13.49 | 59.10 | NA | NA | NA | 60.51 | 13.49 | 10.18 | 7.88 | 32.82 | 54.82 | 15.44 | 4.46 | 9.44 | 14.39 |
| Yield(%) | 0.00 | 3.53 | 8.31 | 5.42 | 4.61 | 3.07 | 2.30 | 5.76 | 0.00 | 7.47 | 7.87 | 11.09 | 7.67 | 7.79 | 6.96 | 6.81 | 3.12 |
Data as of 06/21/2012, AR inception is 04/28/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TYW (Ts&W / Claymore Tax-Advantaged Balanced Fund) |
-16.56%
Feb 2006 - Feb 2009 |
-3.91%
May 2004 - May 2009 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TYW (Ts&W / Claymore Tax-Advantaged Balanced Fund) |
32.53%
Feb 2009 - Feb 2012 |
5.06%
May 2006 - May 2011 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart