Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/29/2014.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| ZLC (Zale Corp) | NA | 195.22% | 49.75% | 40.06% | -2.71% | 0.84% | 7.94% | 7.24% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ZLC (Zale Corp) | 08/09/1993 | 05/29/2014 |
The return data shown below all have the same latest date: 05/29/2014.
AR inception is since 08/09/1993.
AR inception is since 08/09/1993.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.71 | 195.22 | 49.75 | 40.06 | -2.71 | 0.84 | 7.94 | 7.24 | 33.29 | 283.70 | 7.87 | -10.56 | 56.62 | -18.32 | -79.27 | -43.07 | 12.17 | -15.80 | 12.29 | 66.77 | -23.83 | 44.12 | -39.93 | 50.02 | 40.22 | 19.48 | 19.42 | 34.33 | 29.73 | -10.89 |
| Sharpe Ratio | NA | 3.14 | 0.66 | 0.42 | -0.03 | NA | NA | 0.05 | 1.52 | 4.28 | 0.11 | -0.10 | 0.60 | -0.12 | -0.78 | -1.33 | 0.33 | -0.60 | 0.44 | 2.47 | -0.64 | 0.92 | -0.81 | 1.21 | 0.89 | -0.99 | 0.50 | 1.11 | 0.76 | -0.53 |
| Standard Deviation(%) | NA | 62.08 | 81.84 | 96.11 | 115.65 | NA | NA | 65.12 | 68.06 | 66.34 | 72.87 | 101.62 | 94.96 | 153.77 | 102.61 | 34.81 | 26.68 | 30.17 | 25.56 | 26.73 | 39.03 | 46.39 | 53.99 | 38.53 | 41.59 | 35.80 | 31.68 | 27.37 | 35.33 | 50.83 |
| Draw Down(%) | NA | 25.82 | 67.69 | 83.05 | 97.31 | NA | NA | 97.31 | 14.29 | 26.59 | 47.60 | 66.81 | 63.42 | 81.15 | 90.19 | 47.93 | 23.29 | 26.46 | 20.75 | 13.64 | 41.01 | 34.74 | 51.94 | 22.88 | 41.38 | 22.54 | 22.30 | 15.43 | 16.45 | 27.82 |
| 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 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ZLC (Zale Corp) |
-63.66%
Feb 2006 - Feb 2009 |
-46.53%
Feb 2004 - Feb 2009 |
-22.77%
Feb 1999 - Feb 2009 |
-9.74%
Aug 1995 - Aug 2010 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ZLC (Zale Corp) |
100.16%
Aug 2010 - Aug 2013 |
77.02%
Feb 2009 - Feb 2014 |
21.72%
Mar 1994 - Mar 2004 |
10.96%
Sep 1993 - Sep 2008 |
Annualized Rolling Returns Comparison Chart