Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XINBX (Cohen & Steers Global Income Builder Inc) | NA | 9.82% | -0.86% | -4.04% | -0.13% | NA | NA | … | … |
Data as of 12/27/2019, Common starting date is 08/01/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XINBX (Cohen & Steers Global Income Builder Inc) | 08/01/2007 | 12/27/2019 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -6.35 | 9.82 | -0.86 | -4.04 | -0.13 | NA | NA | … | … | 8.86 | -18.51 | 10.13 | -5.14 | -11.57 | 3.70 | 19.45 | 8.82 | -10.79 | 0.42 | 19.82 | -49.26 | 2.83 |
| Sharpe Ratio | NA | 0.70 | -0.17 | -0.36 | -0.03 | NA | NA | … | … | 0.63 | -1.33 | 1.39 | -0.38 | -0.73 | 0.33 | 1.79 | 0.72 | -0.44 | 0.02 | 0.64 | -1.05 | 0.27 |
| Standard Deviation(%) | NA | 11.85 | 11.71 | 13.14 | 14.98 | NA | NA | … | … | 11.88 | 14.92 | 6.89 | 14.11 | 15.95 | 11.11 | 10.83 | 12.31 | 24.52 | 19.80 | 30.98 | 47.80 | 16.22 |
| Draw Down(%) | NA | 6.35 | 23.87 | 31.57 | 32.65 | NA | NA | … | … | 6.35 | 23.87 | 3.21 | 12.21 | 18.09 | 11.01 | 9.52 | 12.68 | 24.90 | 20.26 | 36.28 | 61.37 | 8.19 |
| Yield(%) | 0.00 | 2.04 | 1.45 | 0.72 | 2.47 | 1.03 | 0.77 | … | … | 2.02 | 2.06 | 0.31 | 0.00 | 0.00 | 9.17 | 9.71 | 2.59 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 12/27/2019, Common starting date is 08/01/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XINBX (Cohen & Steers Global Income Builder Inc) |
-17.32%
Sep 2007 – Sep 2010 |
-11.00%
Oct 2007 – Oct 2012 |
-4.43%
Oct 2007 – Oct 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XINBX (Cohen & Steers Global Income Builder Inc) |
15.06%
Feb 2009 – Feb 2012 |
13.29%
Feb 2009 – Feb 2014 |
4.38%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart