Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XCRA (Xcerra Corporation) | NA | 45.32% | 31.75% | 16.43% | NA | NA | NA | … | … |
Data as of 10/01/2018, Common starting date is 06/18/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XCRA (Xcerra Corporation) | 06/18/2012 | 10/01/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 | 1982 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.48 | 45.32 | 31.75 | 16.43 | NA | NA | NA | … | … | 45.76 | 28.14 | 26.28 | -33.95 | 14.64 | 21.80 | -3.67 | -27.70 | 38.58 | 559.26 | -91.51 | -43.21 | 24.44 | -41.48 | -48.84 | 149.25 | -71.20 | 61.66 | -42.11 | 773.17 | -42.25 | -24.47 | -35.62 | 124.62 | 9.25 | 23.96 | 26.32 | -38.71 | 47.62 | -66.13 | -31.87 | 46.77 | -40.38 | -32.47 | 6.94 | 58.24 | 28.17 |
| Sharpe Ratio | NA | 1.25 | 0.26 | -0.17 | -0.08 | NA | NA | … | … | 1.99 | 0.44 | -0.23 | -1.25 | -0.10 | 0.07 | -0.66 | -0.79 | 0.28 | 4.33 | -0.50 | -1.23 | 0.04 | -1.01 | -1.19 | 1.84 | -0.95 | 0.46 | -0.56 | 9.49 | -0.47 | -0.47 | -0.47 | 1.92 | 0.07 | 0.26 | 0.25 | -0.35 | 0.54 | -0.91 | -0.52 | 0.49 | -0.83 | -0.74 | 0.01 | 1.15 | 0.42 |
| Standard Deviation(%) | NA | 19.48 | 28.28 | 33.10 | 87.74 | NA | NA | … | … | 22.23 | 20.35 | 34.21 | 41.82 | 38.39 | 46.84 | 36.33 | 58.28 | 71.97 | 124.81 | 223.40 | 53.26 | 50.42 | 62.15 | 57.47 | 70.57 | 95.64 | 88.93 | 116.79 | 81.11 | 96.20 | 59.58 | 81.97 | 62.86 | 91.33 | 82.61 | 96.42 | 120.90 | 77.85 | 79.18 | 70.72 | 87.64 | 53.45 | 51.03 | 38.90 | 45.06 | 57.41 |
| Draw Down(%) | NA | 9.10 | 31.42 | 53.78 | 93.48 | NA | NA | … | … | 9.10 | 8.28 | 22.71 | 45.07 | 30.48 | 40.21 | 26.57 | 50.36 | 54.86 | 58.14 | 97.57 | 66.07 | 41.83 | 57.22 | 74.84 | 42.27 | 87.85 | 65.90 | 79.73 | 25.86 | 81.82 | 46.97 | 65.00 | 42.86 | 54.93 | 59.38 | 56.25 | 79.82 | 44.83 | 78.87 | 64.38 | 65.63 | 58.82 | 58.51 | 32.56 | 32.14 | 50.51 |
| Yield(%) | 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 | 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 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 10/01/2018, Common starting date is 06/18/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XCRA (Xcerra Corporation) |
-4.77%
Feb 2014 – Feb 2017 |
8.34%
Dec 2012 – Dec 2017 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XCRA (Xcerra Corporation) |
32.25%
Aug 2015 – Aug 2018 |
28.96%
Aug 2013 – Aug 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart