Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 11/05/2012.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| WWVY (Warwick Valley Telephone Company) | NA | 12.49% | 9.36% | 8.74% | 1.39% | NA | NA | 6.07% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WWVY (Warwick Valley Telephone Company) | 04/29/1998 | 11/05/2012 |
The return data shown below all have the same latest date: 11/05/2012.
AR inception is since 04/29/1998.
AR inception is since 04/29/1998.
| 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 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.76 | 12.49 | 9.36 | 8.74 | 1.39 | NA | NA | 6.07 | 5.56 | 1.00 | 13.72 | 54.47 | -16.79 | -29.08 | 2.02 | -12.16 | -20.54 | 29.55 | 23.43 | 50.88 | -9.26 | 24.23 | 6.63 |
| Sharpe Ratio | NA | 0.51 | 0.46 | 0.25 | 0.01 | NA | NA | 0.12 | 0.34 | 0.05 | 0.61 | 1.36 | -0.35 | -0.99 | -0.04 | -0.54 | -0.71 | 0.75 | 0.85 | 1.32 | -0.24 | 0.42 | 0.22 |
| Standard Deviation(%) | NA | 21.66 | 20.06 | 33.50 | 32.61 | NA | NA | 35.73 | 19.44 | 18.60 | 22.53 | 40.04 | 50.76 | 32.66 | 29.32 | 26.67 | 30.17 | 38.29 | 26.26 | 37.42 | 54.41 | 50.26 | 30.89 |
| Draw Down(%) | NA | 12.47 | 19.93 | 36.11 | 68.46 | NA | NA | 68.46 | 12.47 | 19.68 | 11.10 | 20.08 | 36.11 | 39.18 | 21.88 | 24.33 | 35.30 | 28.15 | 25.84 | 11.90 | 37.27 | 17.65 | 15.98 |
| Yield(%) | 0.00 | 8.55 | 8.18 | 7.59 | 1.57 | 2.11 | 1.58 | 2.26 | 6.22 | 7.41 | 7.31 | 9.41 | 6.71 | 4.63 | 9.53 | 3.48 | 3.27 | 1.01 | 1.05 | 1.40 | 1.06 | 1.13 | 0.52 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WWVY (Warwick Valley Telephone Company) |
-24.46%
Oct 2005 - Oct 2008 |
-19.39%
Oct 2003 - Oct 2008 |
-0.47%
Oct 1998 - Oct 2008 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WWVY (Warwick Valley Telephone Company) |
42.68%
Oct 2000 - Oct 2003 |
23.62%
Nov 1998 - Nov 2003 |
7.43%
Oct 2000 - Oct 2010 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart