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
XLCMX (Advent/Claymore Enhanced Gwth & Incm Fd) NA -5.46% 1.01% -3.45% 0.48% NA NA
Data as of 01/10/2019, Common starting date is 02/28/2005
More Performance Analytics Comparison
Name Start Date End Date
XLCMX (Advent/Claymore Enhanced Gwth & Incm Fd) 02/28/2005 01/10/2019
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
Annualized Return (%) 0.00 -5.46 1.01 -3.45 0.48 NA NA 0.00 -3.36 4.73 -3.55 -8.41 -5.46 20.96 3.92 -18.97 4.74 17.83 -44.54 -5.93 4.26 -1.68
Sharpe Ratio NA -0.99 -0.01 -0.44 0.01 NA NA 0.00 -0.66 0.68 -0.35 -0.82 -0.58 2.57 0.48 -1.24 0.36 1.32 -1.84 -0.81 0.09 -0.48
Standard Deviation(%) NA 7.06 8.08 8.88 10.59 NA NA NA 7.15 6.02 10.68 10.26 9.43 8.15 8.13 15.28 13.01 13.41 24.65 11.15 10.29 8.89
Draw Down(%) NA 8.80 10.59 29.16 29.16 NA NA 0.00 8.80 4.13 14.51 16.64 13.32 6.23 9.56 26.33 14.63 11.70 50.08 14.19 11.58 8.86
Yield(%) 0.00 2.82 2.56 2.56 2.30 0.83 0.62 0.00 2.87 4.65 0.00 0.00 7.12 7.78 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 01/10/2019, Common starting date is 02/28/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
XLCMX (Advent/Claymore Enhanced Gwth & Incm Fd) -20.51%
Feb 2006 – Feb 2009
-13.09%
May 2007 – May 2012
-6.28%
Jan 2006 – Jan 2016
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
XLCMX (Advent/Claymore Enhanced Gwth & Incm Fd) 7.76%
May 2012 – May 2015
6.63%
Feb 2009 – Feb 2014
0.86%
Nov 2008 – Nov 2018
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return